Selecting receipts to void

You can void a transaction that was applied to a purchase order in error. A void is a reversal that returns the receipt back to its former state. For example, you saved the wrong line item to the purchase order, and you want to remove the line item from the purchase order.

Before you begin

The line item from the purchase order must have been received.

About this task

A receipt that is voided is similar to a return, with the exception that a receipt that is voided cannot be considered for use on a credit invoice. Any costs associated with a voided transaction are removed from the receipt cost calculation. Receipt transactions that are voided are not included on invoices. Balance updates and inventory cost calculations against storerooms are reversed, and reversal transactions are created for the specified items.

Procedure

  1. On the List tab of the Receiving application, select the approved purchase order record that contains the items that you want to void.
  2. On the Material Receipts tab, click Select Receipts to Void.
    The Select Receipts to Void window shows only items that are available to void.
  3. Select the check box for the line item that you want to void.
  4. Click OK.
  5. Click Save Receipt.