This month, we are launching exciting product updates in Lemax. Learn about the details below (available from April 16th, 2026).

Enable automatic actions to cancel and recreate a document

What’s new

Automatic Actions are enhanced with new capabilities to cancel and recreate documents, and with improvements to existing document creation logic to handle edge cases, such as cross-year restrictions.

Please contact customer.success@lemax.net for additional information regarding this new add-on feature. We would be happy to assist you and schedule a demo presentation.

Problem being solved

Previously, document recreation could fail (e.g. when the original document was created in a previous year), and the system did not provide an automated fallback.

Additionally, financial documents (Invoices) couldn’t be cancelled and recreated through Automatic actions.

This resulted in manual workarounds (cancel + create), inconsistent handling across document types, and inefficiencies in document management.

Benefit for the users

Users can now rely on a fully automated and consistent document lifecycle process.

How it works

Enhancements in Document creation

  • If recreation fails due to cross-year restriction, existing document is cancelled, and a new one is created
  • If other reasons cause failure, improved logging is performed, with no additional action
  • Validation prevents usage for Invoice and Supplier Invoice documents to enforce proper flows

New Action – Document Cancel and Create

  • A new dedicated action is introduced in Automatic Actions
  • Behavior:
    • If an active document exists → it is cancelled, then a new document is created
    • If no active document exists → a new document is created directly
  • For documents requiring cancellation documents (e.g. Invoices):
    • The cancellation document is created, then a new document is created
  • For documents not requiring cancellation documents (e.g. Offers):
    • Direct cancellation followed by new document creation