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1.How to Find sales Credit Number Relation with Customer code in Ax while issuing the Credit memo to customer at POS, because on the credit memo form there is no relationship between issued credit memo number and customer code.
One of my client want to upload the opening of credit memo that was issued to customer in past software, some one tell me is this possible or not in ax.
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Hi,
Please, create separate question on forum for your issue with infocodes
Regards,
Oksana
HI oKSANA
I NEED YOUR HELP IN RETAIL INFO CODE FORM.
I JUST WANT TO ASSIGN THE INFO CODE REASON ON PAY CUSTOMER ACCOUNT BUTTON AT THE TIME OF SALE INVOICE.
HOW I CAN MAP THE INFO CODE ON A PARTICULAR TENDER TIME FOR EX. PAY CUSTOMER ACCOUNT.
To add this field to the form from your screenshot, you will need to add this field to appropriate database table and modify POS + AX code to populate this new field.
I just want to add customer field in the above attached screen, so that i can easily find the which credit memo related with which customer.
Hi,
So do you mean you need to find ANY credit memo related to sales invoice customer during sales invoice process? Or will you have information about credit memo number on this stage?
> Can you tell me from which table we can linked the customer code in credit memo form
You can add custom field to table RetailCreditVoucherTable (shown on above picture), for example
> can we update the customer code on credit memo form by real time service.???
Please, have a look at CreditMemo project in Services solution of Retail SDK - there you can find methods used to process credit methods. You can add new custom methods to RetailTransactionServiceExtensions class in AX (to add customer Id in parameters) + modify methods of CreditMemo project to use your custom methods
Regards,
Oksana
Thanks for reply Oksana,
As you know, On POS we can issued the Credit memo with customer A and adjust the same credit memo number with customer B.
suppose in a external system, There been lot of credit memo amount will be due against the customer and client want to adjust the particular due amount that associated with particular credit memo number with Particular customer.
Than how should i can identified that which credit memo number is associated with which customer during my sales invoice on POS??
Can you tell me from which table we can linked the customer code in credit memo form, so that while issuing and adjustment of credit memo number on POS, customer code will also updated???
and One more question, can we update the customer code on credit memo form by real time service.???
Hi,
Looks like AX does not store the link to customer on Credit Memo.
If Credit Memo was issued from AX POS, you can find original POS transaction using CreatedBy* fields on credit memo table => take Customer account from found POS transaction.
If you need to load credit memos from external system, the solution can be to add 'Customer code' to Credit Memo table. But the main question is: why is it needed to know the link between credit memo and customer to upload credit memos? POS should use only Credit Memo number to find and update Credit Memo.
Regards,
Oksana
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