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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Posting a Credit Memo ...
Small and medium business | Business Central, N...
Suggested Answer

Posting a Credit Memo without an Application

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Posted on by Brian H 5

Hello,

How do I post a Sales Credit Memo without applying it to a document? We have occasions where we need to post credit memos for our customers which do not have an open item to be applied to. I thought we had done this before, but now cannot seem to bypass the system requirement for an Applies-to-doc

Many thanks, 

Brian

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • AndrewThomas Profile Picture
    AndrewThomas on at

    Hi Brian, if you raise a credit note manually, can you detail the issues you are facing when trying to post?

  • Brian H Profile Picture
    Brian H 5 on at

    Hi Andrew,

    I am receiving the error "Applies to doc no must have a value in... it cannot be zero or empty."

    Is this controlled by a setting somewhere?

  • AndrewThomas Profile Picture
    AndrewThomas on at

    Check if you have exact cost reversing ticked on the Sales & Receivables setup

  • Brian H Profile Picture
    Brian H 5 on at

    Thank you Andrew, I found it and it was off, have tried switching on and off again but seems I may have a different issue.

  • cetas Profile Picture
    cetas 230 on at

    hi,

     is there any error showing when you post without any application.

  • Terrance Morgan Profile Picture
    Terrance Morgan 515 on at

    Create a purchase order. On the Action Pane, on the Purchase tab, select Create credit note. Select the invoice to issue a credit note against, and then select OK. Verify that the Original invoice number and Original invoice date fields are automatically set on the order line.

  • Suggested answer
    Teddy Herryanto (That NAV Guy) Profile Picture
    Teddy Herryanto (Th... 14,284 Super User 2025 Season 2 on at

    Hi Brian,

    The exact cost reversing mandatory on the Sales & Receivables Setup is the only setup in standard. If you still can't post without application, I suspect that you have custom extension installed that prevents you from doing this.

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