Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Suggested answer

Automate credit memos

(0) ShareShare
ReportReport
Posted on by 45

Is there a plugin software that we can import credit memos into business central?

  • Suggested answer
    YUN ZHU Profile Picture
    81,998 Super User 2025 Season 1 on at
    RE: Automate credit memos

    Hi, You can use the Configuration Package function.

    For example, for Sales Credit Memo

    pastedimage1670369694110v1.png

    If you are talking about Posted Credit Memo, the standard method cannot do it, you need to create the pre-posted one first, and then post it in the system.

    More details:

    How to Export and Import Data (Using Configuration Packages)

    https://yzhums.com/4286/

    How to use Configuration Package to post documents (Sales Order, Purchase Order, Transfer Order, General Journal, etc.)

    https://yzhums.com/16530/

    Hope this helps.

    Thanks.
    ZHU

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

Understanding Microsoft Agents - Introductory Session

Confused about how agents work across the Microsoft ecosystem? Register today!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,430 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 233,043 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans