Everyone occasionally needs to cancel a document in SAP Business One. It may be due to inputting wrong information, having to make a change in the document, or accidentally creating a duplicate one.

The cancellation of a document can influence other documents, the G/L account, or even the reporting. For example, canceling a closed A/P invoice with outgoing payment means canceling the A/P invoice, the outgoing payment, and reconciliation. This process can be confusing and chaotic without effectively managing cancellation.

SAP Business One offers a helpful tool for managing canceling documents, “Max No. of Days for Canceling Marketing Documents Before or After Posting”. Go to Administration > System Initialization > Document Settings and click General tab.

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An error message will show up and the action will be blocked if users try to cancel a document outside the range.

This function does not apply to orders and quotations, where users can set a validity date. In that case, users can go to Administration > System Initialization > Document Settings, click per document tab and define a default validity period. Then the order or quotation will be valid within that period.

 

 

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If you are interested in how to put UDFs in the reports, please visit Add UDFs in Report in SAP Business One.

by MTC Systems on Oct 12, 2018 1:03:13 PM

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