Dynamics 365 Business Central

Dynamics 365 Business Central – Cancelling or Correcting a Sales Invoice failed due to a Sales Credit Workflow

Gavin Whittaker2 Comments

Introduction

I ran into a situation when trying to “Correct” or “Cancel” a Sales invoice generated the following error:

“Cancelling the invoice failed because of the following error:

Sales Credit Memo must be approved and released before you can perform this action.”

The error was occurring because I had a workflow configured for Sales Credit Memos however the client only wanted the workflow to trigger for manual credits, not for cancellations or corrections.

Therefore in order to prevent this I had to tweak the workflow condition as I’ll explain further in this post.

The Error

When trying to cancel or correct a posted sales invoice I’m presented with the following error:

I then have to open the credit memo and send it for approval. However in the clients scenario they want to bypass the workflow when creating a credit off the back of an invoice, so the credit note posts automatically.

The Fix

In order to prevent the error I had to figure out a way of bypassing the existing Sales Credit workflow by adding a condition to the workflow.

As part of my investigation I switched off the workflow and posted a correction on a Sales Invoice successfully. I then noticed the “Applies-to Doc. No.” field is automatically populated on the “Sales Cr. Memo Header” table as part of the correction process:

I therefore added the following condition to the workflow:

Now when cancelling or correcting an invoice the Sales Credit Workflow isn’t activated and the credit is created successfully.

Conclusion

Although it seems you overcome this situation by getting creative with the workflow conditions, I’d be interested to know if there are any other workarounds for this scenario.

Thanks for reading!

Dynamics 365 Business Central – How to Change the Description on the Vendor Ledger Entry when Posting a Purchase Invoice

Gavin Whittaker2 Comments

When posting a Purchase Invoice the description on the Vendor Ledger Entry defaults to the original unposted Invoice number.

For example when I post the Invoice below:

The Vendor Ledger Entries show the unposted Invoice number in the “Description” column:

If you would like to have a specific description for the Purchase Invoice in the Vendor Ledger Entries page you can personalise the Purchase Invoice page and add the “Posting Description” field.

This is shown below:

Now that we have access to the “Posting Description” on the Purchase Invoice page you can edit this and have a custom description when posting the Invoice.

For example I’ve changed the description below to “Septembers Rent Invoice”

And this is reflected on the Vendor Ledger Entry

I hope you find this useful.

Thanks for reading!

Dynamics 365 Business Central – An Overview of the fields in the Bank Reconciliation page

Gavin WhittakerLeave a comment

When performing a bank reconciliation in Business Central I tend to only ever reference a few of the fields on the reconciliation page however I’m often asked what others are used for and how they are calculated.

As a consequence I’ve created the cheat sheet below which highlights what most of the fields are and therefore how they can be used.

You can click the image to enlarge it 🙂

I hope others find this useful.

Thanks for reading!