Correcting Invoices for Service Orders

This document explains how you correct an original invoice for a service order.

Note: You can only correct existing invoice lines, and not add new ones.

Outcome

A credit note or a corrective invoice is created and sent to the payer.

You might have returned or changed stock. If only the original invoice was credited, you might also have created a new debit invoice.

You can later review the relation between the original invoice and credit note or corrective invoice in 'SO Invoice. Display' (SOS350). By selecting an option for the original invoice, the credit note or corrective invoice number is displayed in 'Corrective/Credit Invoice. Display' (OIS357).

For more details on how the system is affected, see Credit or Correct an Invoice for Service Order.

Before You Start

An original service order must be transferred to M3 Accounts Receivable and M3 General Ledger.

Follow These Steps to Credit an Invoice

You can credit an original invoice if it contained errors. When you doing this, the original invoice lines you include in the crediting are always reversed in full. You can credit the following:

  1. Credit Invoice

    You credit an original invoice in 'Service Order Invoice. Correct or Invoice' (SOS380).

  2. Manage Stock Return

    If the credit or correction included a quantity adjustment for an item, you must report the stock change. You do this by creating a requisition order return in 'Req/Distr Order. Open' (MMS100).

  3. Create New Debit Invoice

    If you credited the original invoice, you might want to later create a new debit invoice based on adjusted information. To do this, you can copy the original service order, adjust the information according to your needs, and then follow the ordinary routines for completing and invoicing service orders.

Follow These Steps to Credit and Correct an Invoice

As an alternative, you can create a corrective invoice for an original invoice. When you do this, the original invoice lines you select to correct are reversed in full at the same time as new replacement debit invoice lines are created. You can correct the following:

  1. Correct Invoice

    You correct an original invoice in 'Service Order Invoice. Correct or Invoice' (SOS380).

  2. Manage Stock Return

    If the credit or correction included a quantity adjustment for an item, you must report the stock change. You do this by creating a requisition order return in 'Req/Distr Order. Open' (MMS100).

Related topics