web

You’re offline. This is a read only version of the page.

Dynamics 365 CommunityForums Microsoft Dynamics SL (Archived) AR debit memo/cash sal...

Microsoft Dynamics SL (Archived)

AR debit memo/cash sale & AP credit adjustment (dynamic SL)

(0) Share

Report

Report

Posted on by Community Member

In AR I've always used invoice and a credit memo to off set it if necessary. How and when will I need to use debit or a cash sale?

In AP I've always use a voucher and a debit adjustment to off set it. When will I need to use a credit adjustment?

Thanks!

*This post is locked for comments

I have the same question (0)

All responses Img

All responses (2)

Answers Img

Answers (0)

Community Member on at

Like (0)

Report

RE: AR debit memo/cash sale & AP credit adjustment (dynamic SL)

Thank you for the detail explanation.

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

RE: AR debit memo/cash sale & AP credit adjustment (dynamic SL)

You might use an AR debit memo to add to what a customer owes. While a debit memo and an invoice are basically the same, using a debit memo for an adjustment instead of an invoice helps differentiate adjustments from actual invoices. You might also use a debit memo if you enter a credit memo incorrectly or the credit memo needs to be reversed. For example, you may have used a credit memo to write off a bad debit and then you received a payment on some or all of what you wrote off.

An AR cash sale basically creates the equivalent of an invoice and a payment application. A cash sale is typically used when the payment is received at the same time the goods are sold or for transactions such as vending machine income.

An AP credit adjustment might be used similar to what you might use an AR debit adjustment. It is basically the same as a voucher but, like indicated above on an AR debit memo, using an AP credit adjustment helps differentiate that it is an adjustment as opposed to a new voucher.

Was this reply helpful? Yes No

Helpful resources

News and Announcements

Dynamics 365 Community Calls Return

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Responsible AI policies for the Community

Quick Links

Leaderboard > 🔒一 Microsoft Dynamics SL (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans