Forum - Credit Note - Cannot Un-OK

Credit Note - Cannot Un-OK

Dil Hayre

2018-05-18

Good Afternoon Support,

We cannot Un-OK a credit note, a screenshot is attached. We have tried deleting the approval activities. It doesn't show on the customer status report so we cannot allocate it to a corresponding invoice.

When we try to Un-OK, it says "Invoice not open".

Many thanks,
Dil

This answer was correct

Created byTomas J.11:15 21 May 2018

Sure,

If you have questions, feel free to ask.

Best regards

Hansaworld support

Files are pending for approval

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Tomas J.

2018-05-21

Hello,

In order to be able to Un'OK records, you need to have permisions:

Module System>>Settings>> Access groups:

Add action to your access group of "UnOK all records" - full
Than you can OK, un-ok records.

We advice to use this very carefully.

Better solution is to invalidate the record.
Open the wrong invoice, click on file menu >> Record>>Invalidate

Best regards,

Hansaworld support

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Dil Hayre

2018-05-21

Created byTomas J.10:13 21 May 2018

Hello, In order to be able to Un'OK records, you need to have permisions: Module System>>Settings>> Access groups: Add action to your access group of "UnOK all records" - full Than you can OK, un-ok records. We advice to use this very carefully. Bet

Hello Tomas,

Thank you for your reply.

Our Finance Manager is the one trying to Un-OK this credit note. He has the permissions.

I understand from him that we cant associate the credit note with an invoice, he said it's "Not showing on customer status report, so cannot allocate to corresponding invoice."

So we can't select an invoice to be able to invalidate it.

Kind regards,

Dil

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Tomas J.

2018-05-21

Created byDil Hayre10:26 21 May 2018

Hello Tomas, Thank you for your reply. Our Finance Manager is the one trying to Un-OK this credit note. He has the permissions. I understand from him that we cant associate the credit note with an invoice, he said it's "Not showing on customer status r

Hello again,

You should invalidate the credit note with steps mentioned above.

Than if you need to issue a credit note, open the invoice for which you need to create a credit note, and select " create" >> "credit note"

Best regards

Hansaworld support

Reply

Dil Hayre

2018-05-21

Created byTomas J.10:40 21 May 2018

Hello again, You should invalidate the credit note with steps mentioned above. Than if you need to issue a credit note, open the invoice for which you need to create a credit note, and select " create" >> "credit note" Best regards Hansaworld suppor

Hello again Tomas,

Thank you. I have invalidated the credit note record as you suggested. I've let my Finance Manager know.

I would say for now the issue is resolved but if when he carries out the next steps there is another issue I will raise a new ticket.

Thank you for your help.

Kind regards,
Dil

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This answer was correct

Tomas J.

2018-05-21

Sure,

If you have questions, feel free to ask.

Best regards

Hansaworld support

Reply