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When you credit a sales order that has an auto charge associated with it, does AX also credit you for any charges that you paid, or only the amounts for the line items?
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Hi vfrasheri,
Can you explain what you mean by charges that you paid?
This sounds somehow related to a prepayment?!
Best regards,
Ludwig
Hi Ludwig,
Sorry for the confusion. What I mean is, if a sales order has been invoiced (with an auto charge). Then you want to credit memo that same sales order (for whatever reason), what happens with the amount that was auto charged?
Thank you for your reply. Is your charge code linked to an item or does it debit and credit ledger accounts only?
And the credit note that you create is this created through a return order or do you simply make use of the credit note functionality that is available at the SO?
I am making use of the credit note functionality that is at the SO. I haven't done any link between the charge code and an item. Also, I am referring to header level auto charges (not sure if that makes a difference).
Provided that the 'copy charges' parameter is active when you open the credit note button/form, AX will post a negative charge. That is, also the charge will be reversed.
Hi Vfrasheri,
For the scenario described above the charges will be reversed and copied to the line with negative value while using create credit note option.
Also while invoicing the credit note the charge account gets offset and reversed in the ledger setup for the charge code in charge code master.
However it would depend on the debit and credit posting settings for the charge code master.
In the above reply I have explained if you debit the charge to customer and credit to a ledger i.e debit posting type value is "Customer/Vendor" and credit posting type value is "Ledger account" in the charge code master.
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