Correction and Cancelation of Posted Documents in NAV 2015

Correction and Cancelation of posted documents? First thought is that it is not possible or it is stupid, because it is not by accountant standards. But, this is not so…

This feature is one with which we have simplification of user interface and faster work, but currently only in Small Business role center. This feature is possibility to correct or cancel already posted sales and purchase invoices, but only if we have item in the lines.

CorrectCancel

When we open posted document and want to correct it, we need to press “Correct” command from ribbon. This will provide us to correct existed posted document. But, this is not allowed and it is not by NAV standards. As a matter of fact, system create credit memo with the same data as on posted invoice and automatically post it. In the same time, system create identically invoice to correct data. System however create and post new document.

When we want to cancel posted document, we need to press “Cancel” command from ribbon. This will create credit memo with identically data and post it document automatically.

If we want to create credit memo for manually posting, but with identically data as on posted invoice, we need to press “Create Corrective Credit Memo” command. System will only create credit memo as posted invoice, but will not post it. You need to do it manually.

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4 thoughts on “Correction and Cancelation of Posted Documents in NAV 2015

    • This is only part of Small Business role center on “mini” pages. This is not feature on standard documents., but I hope it will be in the future.

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