Cancel Customer Invoice—Key Exercises

IMPORTANT
It is extremely important that you set up and work within your own company and with your own customer to maintain your data integrity. If you work with any other objects, your exercises will not function as intended and the data of other students might be affected. Predictable exercise results require that your data be isolated in your own company.

Required Data


Manual Customer Invoice

Purpose: The purpose of this exercise is to enter the data required for using the Cancel Customer Invoice functionality. Before you can cancel an invoice, that invoice must already exist. Follow the instructions in the Manual Customer Invoicing lesson.

  1. Enter a customer invoice.

Manual Customer Invoice

Main Exercise 


Cancel Invoice

Purpose: The purpose of this exercise is to show how to cancel manually entered customer invoices.

Windows:
Customer Invoice

  1. Open the Customer Invoice window.
  2. Query for one of the invoices that you have previously entered and that is unpaid (F3).
  3. Right-click and then click Cancel Invoice.

Note: You will see the invoice that is to be canceled. You will also see the proposed voucher date, user group, and voucher type for the cancellation.

  1. Confirm the cancellation.
  2. Information about the created voucher is displayed. Confirm again.

Note: You can view the created voucher in the Voucher Details Analysis window.