Recalculate Price in Purchase Order Credit Note

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Hi All,
Can I make correction only on unit price while credit note for purchase order invoice without making changes in quantity.
There are one check box named Recalculate Price how it can be enable in credit note form.

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Ludwig Reinhard Microsoft Employee on at

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Hi Shivendra singh kushwah,

What is it that you want to achieve exactly?

Is it that you want to make the parameter field active to do some testing on that or do you have a concrete business scenario in mind?

Best regards,

Ludwig

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Community Member on at

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Hi Ludwig,

I have a business scenario that on some cases correction is only made on unit price of item for purhcase order invoice but no quantity is returned in this case only correction in net amount.

According to GST tax rules, company need to keep orginial invoice record aganist which this correction or debit note will be generate. We cannot use invoice journal in this case thats why i am asking about that recalculate price check box. How that can be used?

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Ludwig Reinhard Microsoft Employee on at

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Hi Shivendra singh kushwah,

If you only want to record and post a price correction, can't you do that by adding a new PO line with either a service item or a procurement category?

If you use the credit note copy function that you show above, AX will generate a new (negative) PO line. However, the difference is that you will get an inventory transaction recorded for your 'RHC...-item'. This is something that you do not want to have and that is why using service items or procurment categories might be better.

Best regards,

Ludwig

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Community Member on at

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Hello Ludwig,

Yes I also don't get the other solution yet and should go with service item and make a new charge code of item to get impact in purchase value.

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Ludwig Reinhard Microsoft Employee on at

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Hi Shivendra singh kushwah,

Yeah. That's probably the best way to go forward.

If you have tested this approach and if it works for you could you update us here and verify the answers provided that nothing else is open/unanswered?!

Many thanks and best regards,

Ludwig

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Community Member on at

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Hello Ludwig,

Yes i have tested this scenario. First make a service item and use that to reverse an amount for vendor purchase invoice.

After that make a charge code of item type and do the charges adjustment on Original Invoice in the invoice journal form, with the help of that inventory value is also less down with particular reverse amount.

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Ludwig Reinhard Microsoft Employee on at

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Hi Shivendra singh kushwah,

Thank you for this update.

Does this process give you the result you expect or is there something else open that needs clarification?

Would be great if you could update us.

Many thanks,

Ludwig

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Community Member on at

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Yes Ludwig,

This two steps help me to get the final result what i need to do while credit note of purchase invoice for only price correction.

Thanks for your help.

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Pasqual 17 on at

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Hi experts!

I have a similar scenario and tried the same solution. However from a finance perspective I would expect a double correction. 1. From posting the credit note with the service item, 2. from the adjustment marked with the charge on the product. How do you make sure that is not the case? 1. With the posting of the service credit expenses or credit inventory (depending on the account related to purchase expenditure posting profile), 2. after recalculation of the product cost of sales gets credited with the adjustment. Thanks for a clarification!

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