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Cancel an existing Invoice through this option. Once created, IMMS does not allow to edit or delete an Invoice but allows to Cancel it.
Specify the Cancellation details as follows -
Year: Current financial year will be displayed by default. It can not be changed.
Current financial year will be displayed by default. It can not be changed.
Group: Denotes the Group of Invoice Cancellation. Please note that the Group which has been specified as default for the selected financial year through Document Control Master option in Administrator Toolswill be displayed automatically. Click on the field to access a list of already defined Invoice Cancellation Groups for the entered Year though Document Control Masteroption in Administrator Tools Module. Select your desired Group from the list by clicking on it. Alternatively you can also enter the Group Code.
Denotes the Group of Invoice Cancellation.
Please note that the Group which has been specified as default for the selected financial year through Document Control Master option in Administrator Toolswill be displayed automatically.
Click on the field to access a list of already defined Invoice Cancellation Groups for the entered Year though Document Control Masteroption in Administrator Tools Module. Select your desired Group from the list by clicking on it. Alternatively you can also enter the Group Code.
Site: Denotes the Site of Invoice Cancellation. By default the Site if any specified with the selected Invoice Cancellation Group will be displayed automatically. Click on the field to access a list of already defined Sites. Select your desired Site from the list by clicking on it. Alternatively you can also enter the Site Code. Read more about Site... Please note that the Site(s) will be displayed/accepted as per the following conditions - In case the 'Site Required?' flag is 'On' through Document Control Master option in Administrator Tools Module, then only those Sites will be displayed which have been linked with the selected Year and Invoice Cancellation Group. In case the 'Site Required' flag is 'Off', then all the Sites that have been defined for the current Company through Site Master option of Administrator Tools Module will be displayed.
Denotes the Site of Invoice Cancellation.
By default the Site if any specified with the selected Invoice Cancellation Group will be displayed automatically.
Click on the field to access a list of already defined Sites. Select your desired Site from the list by clicking on it. Alternatively you can also enter the Site Code.
Read more about Site...
Please note that the Site(s) will be displayed/accepted as per the following conditions - In case the 'Site Required?' flag is 'On' through Document Control Master option in Administrator Tools Module, then only those Sites will be displayed which have been linked with the selected Year and Invoice Cancellation Group. In case the 'Site Required' flag is 'Off', then all the Sites that have been defined for the current Company through Site Master option of Administrator Tools Module will be displayed.
Please note that the Site(s) will be displayed/accepted as per the following conditions -
Number: Denotes the Number of Invoice Cancellation.
Denotes the Number of Invoice Cancellation.
Invoice Cancellation Number is either generated automatically or entered manually by the user. Generation of Invoice Cancellation Number is a flag driven option and depends upon the setting of flag 'Auto Number Generate Required' through Document Control Master option in Administrator Tools Module. Click here to read more about the flag... If the flag is 'On', a new Invoice Cancellation Number will be automatically generated by the system and incremented by one for current financial year. If the flag is 'Off', the User can enter a unique Invoice Cancellation Number manually. The system also ensures that the Number entered is a unique one.
Invoice Cancellation Number is either generated automatically or entered manually by the user.
If the flag is 'On', a new Invoice Cancellation Number will be automatically generated by the system and incremented by one for current financial year.
If the flag is 'Off', the User can enter a unique Invoice Cancellation Number manually. The system also ensures that the Number entered is a unique one.
Date: Specifies the Date of Cancellation.
Specifies the Date of Cancellation.
Today's date will be displayed by default. You can change it but it should be within the current period start date and current period end date. Press <TAB>.
Reason Code: Specify the Reason for Cancellation.
Specify the Reason for Cancellation.
Click on the field to access a list of already existing Reasons defined through Codes Master (Code Type = 'RC') option of Administrator Tools Module. Select your desired Reason from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Reason Code.
Invoices Type: Specify the type of Invoice by selecting the appropriate option from the given popup as follows - Excisable Select this option if you want to cancel the Invoices for Excisable Items. Non-Excisable Select this option if you want to cancel the Invoices for Non-Excisable Items. Service Select this option if you want to cancel the Invoices for Service Items. Invoices Of: Specify the Source for Invoice as follows - If Service option is chosen, 'Service' will be displayed automatically in this field. In case Excisable or Non-Excisable is chosen, select one of the sources against which Invoice was made from the given popup as follows - ProductSpare Select this option if you want to cancel Invoices made against Sales Delivery Challans. PurchaseRejection Select this option if you want to cancel Invoices made against Purchase Rejection Delivery Challans. DCGeneral Select this option if you want to cancel Invoices made against General Delivery Challans. SIT This option is available only in case Non-Excisable Invoice is chosen. Select this option if you want to cancel Invoices made against 'Sale in Transit' type of Sales Orders. HSS This option is available only in case Non-Excisable Invoice is chosen. Select this option if you want to cancel Invoices made against 'High Sea Sales' type of Sales Orders.
Specify the type of Invoice by selecting the appropriate option from the given popup as follows -
Excisable Select this option if you want to cancel the Invoices for Excisable Items.
Select this option if you want to cancel the Invoices for Excisable Items.
Non-Excisable Select this option if you want to cancel the Invoices for Non-Excisable Items.
Select this option if you want to cancel the Invoices for Non-Excisable Items.
Service Select this option if you want to cancel the Invoices for Service Items.
Select this option if you want to cancel the Invoices for Service Items.
Specify the Source for Invoice as follows -
If Service option is chosen, 'Service' will be displayed automatically in this field.
In case Excisable or Non-Excisable is chosen, select one of the sources against which Invoice was made from the given popup as follows -
ProductSpare
Select this option if you want to cancel Invoices made against Sales Delivery Challans.
PurchaseRejection
Select this option if you want to cancel Invoices made against Purchase Rejection Delivery Challans.
DCGeneral
Select this option if you want to cancel Invoices made against General Delivery Challans.
SIT
This option is available only in case Non-Excisable Invoice is chosen.
Select this option if you want to cancel Invoices made against 'Sale in Transit' type of Sales Orders.
HSS
Select this option if you want to cancel Invoices made against 'High Sea Sales' type of Sales Orders.
Customer Wise This option is available only in case Invoice is being made against a General Delivery Challan. Select this option by clicking on it if the General Delivery Challan has been made for a Customer.
This option is available only in case Invoice is being made against a General Delivery Challan.
Select this option by clicking on it if the General Delivery Challan has been made for a Customer.
Vendor Wise This option is available only in case Invoice is being made against a General Delivery Challan. Select this option by clicking on it if the General Delivery Challan has been made for a Vendor.
Select this option by clicking on it if the General Delivery Challan has been made for a Vendor.
Customer / Vendor Code: Specify the Customer/Vendor whose Invoice has to be Cancelled.
Specify the Customer/Vendor whose Invoice has to be Cancelled.
Click on the icon on the field to access a list of Customers/Vendors for whom the selected type of Invoices already exist. Select your desired Customer/Vendor from the list by clicking on it. Alternatively you can also enter the Customer/Vendor Code.
A list of relevant Invoices raised for the selected Customer/Vendor through Sales Invoice Entry option will be displayed in a grid as follows -
Please note that -
Click on the small white box to select or de-select your desired Invoice. Please note that only one Invoice can be selected at a time.
Additionally you can also <DoubleClick> on the row to view details of that particular Invoice. Please note the new screen is only for display purpose. No changes can be made in the Invoice.
Click on 'Save' button to finally Cancel the Invoice.