Reverse an Existing Invoice

Use the One-Step Invoice Entry (RE) program to reverse an existing invoice. See Background for other tasks that you can perform with this program and Road Map for work flow.

Note
This procedure reverses the entire invoice. After you enter this transaction, you need to run the AR Invoice Register (RR) program to process the reversal. Then the AR Inquiry (RA) program no longer displays this invoice.

Click New, enter NEW, or enter # if you want the program to assign the next available sales order number. Use the Numbering System Setup (XOC) program to set up a sales order numbering scheme.

Enter a unique identifier for the sales order you want to create. You can do this only if the Allow override? option is selected for Sales Order in Numbering System Setup.

Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Customer number	Required 10 alphanumeric	Enter the customer's number or click the Lookup icon and use the standard lookup options to select the customer from a list.
Ship-to	Optional 10 alphanumeric	Leave blank

The program prompts you to select a one-step transaction type.

Select Reverse for the one-step order type and click Select.
Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Apply to existing AR document

Required
12 alphanumeric

Enter the invoice number or click the Lookup icon to select the invoice from a list.

When you click the Lookup icon, you can:

Click	To
Select	Reverse the selected invoice.
Invoice	Display the selected invoice. See Display AR Invoices. Click OK to return to the list of invoices.
Options	Switch the display between open invoices (not paid) and all invoices.
Cancel	Exit without reversing this invoice.

You can reverse an AR document only once.

Trn

Required
3 numeric

Accept the displayed transaction number.

Type

Required
2 alphanumeric

Accept the displayed transaction type.

The program prompts Do you want to create a credit memo attached to invoice [number]?

Click Yes to confirm, click No to change the one-step transaction type, or click Cancel to start over. When you click Yes, the program displays the message Memo [number] has been created to reverse [invoice number].
Click OK to complete this transaction.
Choose the appropriate option:

To	Do This
Display the selected record	Click OK.
Display the previous record in the file	Click Prev.
Display the next record in the file	Click Next.
Enter a new order	Click New.
Exit the program	Click Exit.