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Microsoft Dynamics GP (Archived)

Credit Notes

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Posted on by 490

 I'm trying to print 'credit notes'.  By this, I mean a page that would look like an Invoice, Order, Return, etc, etc but all it is is a credit that I can fax/mail our retailers when the need arises to attach a non-inventoried credit to their account.

It isn't a return, and I don't want to alter inventory.  Sometimes, for various reasons, I want to credit an account (as a manufacturer, when we do give-aways, for instance, the customer has to go into one of our retailers to claim their prize -- we then credit the retailer for whatever they gave away).  

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  • Community Member Profile Picture
    on at

    Hi, you cold enter an RM Credit type document (Transactions >> Sales >> Transactions Entry). When the credit is entered you can print it...and it prints an 'Invoice / Credit note' type document that is good enoug to send o a customer. You could also customise this if you wanted.

    One word of caution. Depending on your reports requirement, you may not pick up these RM type documents, if you are reporting from SOP.

    It might be better to look at creating a service item called 'Credit' and entering a SOP return for this. This way the trasaction is held in the SOP Transaction tables and is available by default on SOP reports.

    I have customers using both approaches...and its fine once they understand the implications of each.

    Best regards,

  • GVZ Profile Picture
    70 on at

    Hi,  I'm working with AX2012 and was wondering if this version has any alternative solutions?  I also need to credit a sales order for a part of the quantity that was delivered to my customer (e.g. part arrived damaged).  I'm not physically returning the goods, but I want the credit note to be registered on the original product so that my sales stats are correct (i.e. revenu should be reduced for this product, not the COGS, so margin will drop).  Does this mean I would have to create a many 'Credit' products as I have products or groups of products I'm running my stats on?  Also, if you credit using a different 'service product', you loose the possibility of copying over the pricing conditions from the original invoice line.   Any thoughts?  Thanks!

  • Community Member Profile Picture
    on at

    ..

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