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Sales credit memo

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Posted on by AP-13092121-0

I have sent an invoice to a customer, turns out the price of each item is off. I create a sales credit memo, select the item, put in the quantity and the amount to credit per item. When i post the sales credit memo, it throws all of the items back into stock. I just seen that i can choose "corrective" at the bottom of the credit memo window, but will selecting "corrective" only make the adjustments to the cost of the item or will this still put the items back into stock? I need to know how to issue a credit for the item without the items going back into inventory.

Example:

Item qty unit price total credit

1234 4 .10 .40

the customer gets the .40 credit but then 4 of item 1234 gets thrown back into stock.

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Dynamics 365 Business Central

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Khushbu Rajvi. 4,744 on at

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Sales credit memo

hi
user 123 165 on at

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Sales credit memo

Hope this will help you as well.
Jun Wang 7,443 Super User 2024 Season 2 on at

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Sales credit memo

a similar discussion for your reference

https://www.dynamicsuser.net/t/credit-without-return-to-inventory-to-stock/986/4
Suggested answer

Valentin Castravet 24,910 Super User 2024 Season 2 on at

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Sales credit memo

If you select "corrective," it will not only adjust the cost of the item but also return the item to stock. If your credit memo includes the item on its lines, any adjustments will cause the item to be restocked.

To change the price of an item without putting it back into inventory, you have two options:

Create a credit memo to a GL account: This option affects your Accounts Receivable (AR) and credits the customer for the price difference. However, it does not adjust your inventory subledger, which can lead to inaccuracies in inventory-related reports.
Create a credit memo and use an item charge: Apply the item charge to the sales shipment. This method adjusts your inventory subledger, ensuring accurate inventory reporting. I’ve written a blog post detailing this method here.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/