Tips & Tricks Series: How to Quickly Correct Purchase Invoices, Sales Invoices & Other Transactions

Welcome to the Western Computer LinkedIn newsletter. This bimonthly series provides tips and tricks for helping you and your internal teams work more efficiently in Microsoft Dynamics 365 Business Central Cloud. With more than 37 years in business, Western Computer has deployed 1,250+ solutions, including more than 350 in the cloud. In this LinkedIn newsletter series, we share the expertise we have accumulated to empower Business Central users and enable them to work as proficiently as possible.

When working in Business Central, how many times have you said to yourself, “Oops! Did I do that?”

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If you’re like most users, this has happened a few times. The widespread interest in learning how to quickly make corrections to errors in Business Central was demonstrated at Community Summit North America 2023, hosted by Dynamic Communities in Charlotte last October. That’s where a large audience attended a presentation on this topic given by Holly Armitage (formerly Rogers) , a Senior Consultant for Western Computer.

The presentation covered what Holly refers to as the three Neapolitan correction flavors: ?

• Cancel?
• Correct?
• Create Corrective Credit Memo??

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These functions involve specific actions, such as canceling and correcting sales invoices and purchase invoices as well as creating corrective credit memos. Cancel comes into play when you want to undo an invoice and start over. You can Correct when part of an invoice is valid but contains one or two mistakes.??

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The Create Corrective Credit Memo is handy for situations where the wrong invoice amount was keyed in. You might use this function when a received credit memo does not match the invoice total, or if the correction needs to be applied to a month you already closed.?

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When you do make a mistake, these handy functions let you quietly and quickly fix documents and move on. ?

Screenshot Demos of Corrections in Action?

To see all these functions in action, check out Holly’s on-demand webinar. Here’s a rundown of some of the things you can learn:

• Filtering posted invoices to look at specific date ranges to identify where to make corrections. ?
• Canceling duplicate invoices and viewing canceled invoices.?
• Applying credit memos and creating corrective credit memos.?
• Reversing journal entries on the G/L Register page or Ledger Entries page.
• Correcting journal entries through the Posted General Journal page.?

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You can also check out the audience Q&A section at the end of the webinar to learn how to tell if a journal has been reversed, whether a transaction originated as a document or a journal, and how to make Dimension corrections in a prior period. If you have other questions to ask, just contact us today and we will be glad to respond.

And here’s to hoping you avoid those “Oops” moments!

To Learn More

If you plan to attend the Community Summit North America 2024 conference that takes place October 13-17 in San Antonio, be sure to register with the discount code <WesternComp10>. You will get 10% off your registration fee and have the opportunity to be part of the largest independent innovation, education, and training event for Microsoft business applications.

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To learn more about how to correct purchase invoices, sales invoices, and other transactions in Dynamics 365 Business Central Cloud, check out the full blog?on the Western Computer website. We also invite you to subscribe to the Western Computer LinkedIn newsletter at the top of this page. And for help in designing, deploying or supporting Microsoft Dynamics 365 solutions, contact Western Computer today.