Correct and Cancel Posted Document in Microsoft Dynamics NAV 2015

Have you ever wanted to have a easy way of correct and cancel posted documents in NAV? Now with Microsoft Dynamics NAV 2015 this functionality is available. Currently it is only available in “Small Business” Role Center. 

This feature only available for posted sales and purchase invoices and you need to have items in the posted invoice lines. That means you can only correct purchase and Sales posted invoices with items. 

Addition to that if the invoice is based on a order then NAV will not allow you to correct the posted document and will show a warning to you. 

When you press the “Correct” button on the ribbon system ask,

If you press yes it will allow you to correct the document. 

So isn’t this against the accounting rules and NAV standards?? No. Because even though you see this as allowing you to modify the current posted document NAV handle it with more care and tricky way.

NAV create a credit memo with same data and post it in the background, so that means you have reversed your transaction using a credit memo and the document which you are making the changes is a new document. Therefore this will not harm the account rules or NAV standards.

This will go same for “Cancel” as well. When you press the cancel button on the ribbon, NAV automatically create and post a credit memo to reverse the document.

If you want to create a credit memo to reverse a document, you can use the “Create Corrective Credit Memo” button on the ribbon. This will create a new credit memo and allow you to do the modification. Only different in this is that you need to manually post the created credit memo. 

This is not the perfect and complete solution, but at least this is a very good start by NAV team.

Thank you and Regards,
Tharanga Chandrasekara 

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