Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to create Purchase...
Small and medium business | Business Central, N...
Suggested answer

How to create Purchase Credit Memo to apply to the Posted Purchase Invoice with Item Charge?

(1) ShareShare
ReportReport
Posted on by joshtechsolutions 4,537
Hi Community,
 
I would like to know how to do the steps of Purchase credit memo to reverse a PO with Item Charge.
 
Thank you !
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 77,855 Super User 2025 Season 1 on at
    How to create Purchase Credit Memo to apply to the Posted Purchase Invoice with Item Charge?
    First of all, an important point is that Item Charge only applies to Item Receipts and Item Shipments, and charges are only incurred when goods are moved.
    So you can't apply it to the Posted Purchase Invoice line.
    Generally you return first and then apply to that line.
     
     
    Hope this helps as well.
    Thanks.
    ZHU
  • Mustafa Omerbegović Profile Picture
    Mustafa Omerbegović 1,249 Super User 2025 Season 1 on at
    How to create Purchase Credit Memo to apply to the Posted Purchase Invoice with Item Charge?
    Hello Josh,
     
    Reversing PO with Item Charge is not different than reversing PO without charges.
     
    -Open new Purchase Credit Memo.
    -Use Copy Document functionality, choose Posted Invoice, and enter your document no. with charges.
    -If you completely ship and invoice that document with charges then you would not have any problems with posting.
    -Before posting, check if copy document function copy data in the Application tab of your Purchase Credit Memo. There must be defined document no. with charges.
     
    But, if this problem is related to your other thread with this error, then you wouldn't revers this invoice this way.
     
     
    Please read this threads below and check if you can find something helpful. 
     
     
    Greeting

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,468 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,287 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans