Overview

Once Invoice and Credit Memo type transactions have been posted, they are no longer viewable in the Invoices List View and cannot be edited. The transactions can be voided in NorthScope, if NorthScope is set to be the system of record for Vendor Balances. Otherwise the invoices must be voided in the Host system.

Prerequisites

• Purchasing Preference: Days back that applications can be unapplied.

• If the transaction has applications, the applications must be unapplied before the transaction can be voided. See documentation here.

Voiding Invoice Transactions

In order to void an invoice or a credit memo transaction, expand the Purchasing module and select Reports & Inquiries. Select AP Invoices from the Inquiry list. This inquiry displays all invoice and credit memo transactions, including Posted transactionsVendor Balances, select the Vendor that is assigned to the transaction being voided and click View and select Transactions. This opens a Vendor History Inquiry, which displays all transactions assigned to the selected vendor.

Note: The Vendor History inquiry can also opened from the Purchasing > Reports & Inquiries page and transactions can also be voided from the AP Invoices inquiry.

Locate the invoice that is being voided and check the check box next to the Transaction ID and click Void from the toolbar. Only one invoice transaction can be selected at a time. A new window is opened with the following header section details:

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