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Changing the Customer on an Invoice without Losing Audit Trail in Microsoft Dynamics GP
A common question that has come up recently is ‘How do I change the customer on an invoice?’ Well, in short, it’s not possible without significant unsupported updates to SQL data which compromises the audit trail that is part of a GAAP compliant accounting system such as Microsoft Dynamics GP. The good news is that there are some tools available in Dynamics GP that can assist you in crediting the original invoice and a new invoice. Below is a step-by- step example of how to handle the following scenario: a sales order is processed for a customer, and an invoice is sent to that customer. the customer subsequently advises that the order should be paid for by a different company. The general steps are: Post the original customer invoice even though it may have the wrong customer listed. Create a return based on the original customer invoice – verify the […]
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