Hi all,
I’ve hit a messy scenario in Dynamics 365 Business Central, made worse by WMS-managed inventory, and I’m looking for best practices.
Scenario:
A posted Sales Invoice was issued with the wrong customer / payer.
The invoice was credited using a Sales Credit Memo.
While accounting was reconciling, it turned out that during the correction the correct customer was automatically picked, not the one from the original invoice.
Result:
Inventory quantities are now wrong.
WMS shows excess stock on hand.
Accounting wants a clean audit trail, no manual G/L or item journal hacks.
At this point, I effectively need a “correction to a correction”:
A positive correction to reverse the credit memo so that the original invoice effect is fully restored, including inventory.
Then re-apply a proper corrective flow against the correct customer.
The problem:
You can’t cancel or undo a posted Credit Memo.
Reverse Transaction doesn’t apply because this wasn’t journal-posted.
With WMS enabled, inventory movements must stay document-driven, so no manual item journals.
My questions:
- Is the only correct approach to create a Sales Invoice identical to the posted Credit Memo to offset it 1:1, post it to restore inventory and customer balance, and then create a new corrective Credit Memo or invoice properly?
- Is there any cleaner or more Business Central–native way to handle a correction of a correction when WMS is involved?
- Any known gotchas with warehouse entries or item ledger entries I should watch out for?