Cancel Supplier Invoice—Key Exercises

IMPORTANT
It is extremely important that you set up and work within your own company and with your own supplier 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


Enter and Post a Supplier Invoice

Purpose: The purpose of this exercise is to enter and post an invoice, which will be canceled in the exercise below.

Windows:
Manual Supplier Invoice

Link to Arrival Entry Supplier Invoice
Link to Post Supplier Invoice

Main Exercise


Cancel Supplier Invoice


Purpose: The purpose of this exercise is to cancel a supplier invoice.

Windows:
Manual Supplier Invoice
Supplier Invoices Analysis

  1. Open the Manual Supplier Invoice window.
  2. Query for an unpaid invoice (F3).
  3. Right-click and then click Copy and Cancel\Cancel Invoice.
  4. A window opens with information about the invoice that is to be canceled. Verify the invoice information to make sure you are canceling the correct invoice. If the invoice being cancelled is preliminary and finally posted, then you should enter details on the cancellation for both original vouchers separately. Confirm by clicking OK.
  5. To verify that the invoice has been canceled, open the Supplier Invoices Analysis window and query for the invoice. The invoice will have the Canceled status.


Cancel and Create Supplier Invoice


Purpose: The purpose of this exercise is to cancel a supplier invoice and create an invoice based on the canceled invoice information.

Windows:
Manual Supplier Invoice
Supplier Invoices Analysis

  1. Open the Manual Supplier Invoice window.
  2. Query for an unpaid invoice (F3).
  3. Right-click and then click Copy and Cancel\Cancel and Create Invoice. The Cancel and Create Invoice wizard will open, and it will display information about the cancellation voucher. If the invoice being cancelled is preliminary and finally posted, then you should enter details on the cancellation for both original vouchers separately.
  4. Verify the information and click Next.
  5. The ID of the company, supplier, and the currency code of the new invoice that is going to be created will be displayed. This information can be changed according to your requirements.
  6. Verify the information and click Finish to create the new invoice.
  7. A new supplier invoice will be created with the values copied form the canceled invoice.
    If you have selected a different company to create the invoice in step 5, the new invoice will be created in the specified company. In this case, a new window for the invoice will be opened for that company.
  8. Verify the information and save the new invoice.