Updated: 09.05.2023

Correct or cancel posted service invoices

Already posted service invoices can be corrected or cancelled if you want to adjust them later. Depending on which function you select, either a new version of the posted service invoice or a corrective credit memo is created.

Correct posted service invoices

To correct a posted service invoice, please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Posted Service Invoices.
  • Open the posted service invoice that you want to correct.
  • Select Correct > Correct from the menu bar.
  • A dialog window opens which points out that the posted service invoice will be canceled in the next step and that a new editable version of the service invoice will be created. In addition, a posted service credit memo is created automatically.
  • Select Yes in the dialogue window to continue.
  • A new editable version of the service invoice is opened. The posted service invoice has been canceled.
  • In the posted service invoice that you just corrected, the value in the Canceled field under the General register changes to Yes. By clicking on Yes, the related posted service credit memo opens.
  • If you click on Yes in theCorrection field under the General register of the related service credit memo, the related posted service invoice is opened.

Cancel posted service invoices

To cancel a posted service invoice, proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Posted Service Invoices.
  • Open the posted service invoice that you want to cancel.
  • Select Correct > Cancel from the menu bar.
  • A dialog window opens which points out that the posted service invoice will be canceled in the next step and that a service credit memo will automatically be created and posted.
  • Select Yes in the dialogue window to continue.
  • A dialogue window is displayed asking if you want to open the service credit memo you just created. The posted service invoice has been canceled.
  • In the posted service invoice that you just canceled, the value in the Canceled field under the General register changes to Yes. By clicking on Yes, the related posted service credit memo opens.
  • If you click on Yes in theCorrection field under the General register of the related service credit memo, the related posted service invoice is opened.