Adjusting a Closed Invoice in Dynamics AX 2009
Posted Tuesday, May 4th, 2010
While it is technically impossible to edit a closed invoice in DAX2009, there are a few options for crediting your customers. One popular method (and one I don’t recommend) is to issue a free text invoice. This will credit your customer, but it will not tie back to the original invoice, and it will create havoc if you are using commissions in any way. Remember, FTI’s were created for service items, not item items.
Instead, try one of the following:
Process a credit note for the already invoiced line in question. (Sales Order > Functions > Create Credit Note) Once the credit is created, you can run an invoice (Post Qty > All if you do not wish to actually return) and then rerun the invoice (again, post Qty > All if you do not wish to actually return).
Create a new service type item for each Item Group. This will not impact inventory, and then when you need to adjust, add a new SO line for the service item on it, use the correct sale price, and post the invoice. Then enter a FTI credit against the originally posted amount. A bit of a work around, but may meet your requirements.
Tags: ax credit note, ax free text invoice, AX invoice
Posted in Dynamics AX, Financial, Trade and Logistics
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We have customized a solution for this as it is a common requirement in any industry.
Please feel free to email me in case you are interested
Adjusting closed invoices without an inventory transaction is very common in our business — I’d like to hear about the customized solution.