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Re: Invoice VOID Button; Would you like it?
- Subject: Re: Invoice VOID Button; Would you like it?
- From: Luke <..hidden..>
- Date: Sun, 24 Jan 2010 00:31:49 -0500 (EST)
On Sun, 24 Jan 2010, David Godfrey wrote:
> Currently if you make a mistake entering an invoice (Vendor or Client)
> and post the invoice before you realise,
> you have to manually find and edit the invoice, changing all QTY's to
> negative numbers, and any payment to a negative, edit the Invoice Number
> to show that it has been voided, and possibly add a comment to the notes
> Then you can save the invoice as new.
> At this point there may be nothing else to do (customer changed their
> mind before leaving store),
> or you may have to reedit the original invoice, make corrections then
> once again Post as New.
> I propose a two part solution to this.
> First, add a RED "VOID" button to the Document. (if it is
> being edited)
I might prefer to call it "Reverse", but "Void" works, and is less
ambiguous to someone who doesn't understand the accounting of reversals.
The only thing I see as an issue with either of these, is the invoice
number. In some countries, I think adding "void" would be a problem--it
might require a new invoice number. For me, I'd be okay with void being
appended, but would probably prefer just "-R"
1. emit a form when
voiding, which asks for notes and invoice number, suggesting the current
invoice number with "void" appended. Prepend any notes entered to the
invoice's current notes.
2. Insert a field in defaults, asking for the pattern of reversal
numbers. Default it to "<?lsmb invnumber ?>-void". If blank, simply take
the next invoice number as usual.
3. Field near the void button on the form of the invoice, which always
contains the invoice number with a "VOID" or "-R" or what ever appended,
which the user can change before clicking.
Oh, and you'll probably want a "You are about to void this invoice!"
> Second, if it can be done
> without major modification to the code,
> add a RED "VOID and Raise" button to the Document. (if it
> is being edited)
> 1. negate all QTY's and Payments,
> 2. add VOID to the invoice number
> 3. add a note "Voided by $username on $date at $time"
> 4. Post the Invoice as NEW
> 5. Reopen the Original Invoice for editing.
Same invoice number concern, but good otherwise.