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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Project Customer Reten...
Microsoft Dynamics AX (Archived)

Project Customer Retention

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Posted on by Community Member

Hello Experts

i have created fee journal Rev 100. at the time of Invoice proposal i had 10% Retention.

my revenue is booked for 100 and Retention calculated 10 and document total 90. so far good.

i want to create a credit memo for this invoice for 50% only. which is 

Rev -50 and Retention -5. how can i do it?

thank you 

sandeep

Version Information:

Installed product version : Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (July 2017)Installed platform version : Update12 (7.0.4709.41171)

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I have the same question (0)
  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi sandeep madavi,

    The retention for the credit note should work the same way as it worked for the ordinary invoice that you posted before.

    Simply post a negative fee journal and create the invoice proposal.

    D365FO should automatically suggest to retain a part of the credit note.

    Best regards,

    Ludwig

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello sandeep,

    Have you tested this and does it work for you?

    Best regards,

    Ludwig

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    thank you

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