[Evergreen-catalogers] How to cancel an erroneous invoice?

[Tiffany Little]

Hi Benjamin,

As far as I know there's no way to delete an invoice. I actually had a
ticket a couple of weeks ago to delete one, and once I started digging in
there were so many interconnected pieces that I really didn't want to touch
it.

My solution is kind of clunky, but it works I suppose. I chose to:

1. Remove all direct charges on the invoice
2. Detach all titles from the invoice
3. Left the vendor invoice ID, but prefixed it with DELETE (you could also
do DUPE). Like DUPE-12345.
4. Tacked onto the end of the invoice note "Invoice invalid per vendor;
entries deleted by PINES." I *did* leave the autogenerated "Invoice
generated by edi message 12345" because I wanted to keep evidence that it
came in via EDI and searchable by its associated EDI message. This step may
be overkill, especially for dupes, but just saying that's what I did
because why not.
5. Closed the invoice so they wouldn't show up on open invoice searches.

Far less elegant than actually being able to delete them, but it does the
thing.

Tiffany

Tiffany Little, PINES Services Specialist: Acquisitions

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On Wed, Jun 29, 2022 at 3:41 PM Murphy, Benjamin via Evergreen-catalogers <
evergreen-catalogers at list.evergreen-ils.org> wrote:

> Hello,
>
> We got some duplicate invoices over EDI and I'm not sure how to delete
> them. I was looking in the documentation here:
>
> https://docs.evergreen-ils.org/docs/reorg/3.5/acquisitions/_create_an_invoice_for_a_purchase_order.html
>
> but didn't see anything about how to get rid of a mistaken invoice.
>
> Suggestions?
> Benjamin
> _______________________________________________
> Evergreen-catalogers mailing list
> Evergreen-catalogers at list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers
>
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