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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Credit notes in D365 i...
Finance | Project Operations, Human Resources, ...
Suggested answer

Credit notes in D365 in the Project Management and Accounting module in Dynamics 365

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Posted on by NJ-29041719-0 6
We are experiencing an issue with the credit note functionality in the Project Management and Accounting module in Dynamics 365.

Our client is entering projects without linking them to sales or purchase orders. When attempting to issue a credit note:
 
  • The system only allows full crediting (to zero).
  • It is not possible to adjust the amount to be credited manually, client is always using quantity 1
  • Only the tax base can be modified, but not the actual line amount.
  • There is no flexibility to perform partial corrections on invoice lines.
  • This limitation is causing significant challenges in handling real-world correction scenarios, especially when only part of the invoice needs to be adjusted.

Could you please advise:

Whether this is expected system behavior?
If there is any workaround or configuration that would allow more flexible credit note handling in this context?
Whether this functionality is planned to be improved in future releases?
Categories:
Dynamics 365 Finance
I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,576 Super User 2025 Season 2 on at
    Credit notes in D365 in the Project Management and Accounting module in Dynamics 365
    Hi,
     
    You mentioned that your client did not link projects to sales or purchase orders. What transactions were posted and what (part) of the amount should be credited?
  • Suggested answer
    Ramesh Kumar Profile Picture
    Ramesh Kumar 7,523 Super User 2025 Season 2 on at
    Credit notes in D365 in the Project Management and Accounting module in Dynamics 365
    If I am not sure Partial crediting on project invoices or Editing line amounts/quantities in project credit notes is not allowed in standard functionality. Please double check as latest version might.
     
    Thanks
    Ramesh
     
    If this was helpful, please check the "Does this answer your question?" box and mark it as verified.
     
     
  • Suggested answer
    hamedmalta Profile Picture
    hamedmalta 36 on at
    Credit notes in D365 in the Project Management and Accounting module in Dynamics 365
    Please check attached  guide solution 
    solution_guide.pdf

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