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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?

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Posted on by joshtechsolutions 4,549
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 78,034 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 1,257 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

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