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I am supporting a user that uses Financial Management and came across and issue that appears to a bug in the process, but it could also be procedural.
When a user creates processes and invoice that has a credit memo and an early payment discount, it is noticed that the early payment discount is also being tied to the credit memo. This inflates the credit memo and the user has to back it out.
Can anyone tell me if this is a known issue or just a setup issue.
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Hi Towana,
you're welcome :) I hope you will find a solution for this. And have a great day, too :)
with best regards
Jens
Hello Jens,
Just wanted you to say thanks for making my first experience in this forum a pleasant one. The info you did provide gives me something that I can at least have a developer look into the code. I hope you have a great day.
Towana
Hi Towana,
I did my lookup in NAV before I read your hint regarding AX: Then I took a look in my AX demo VM (AX2012R3)... found the payment terms and cash discount codes, also some other interesting flags on the payment properties on the customer master data, but nothing resembling the flag "Calc. Pmt. Disc. on Cr. Memos" in there. I will ask my AX colleagues, but I'm afraid I'm out of my domain there :) I'll post here if I find something regarding this.
Speculation-wise: In NAV the payment terms are copied into the document (invoice, credit memo) and can be changed there. Since cash discount is a separate field in AX, it might be sufficient to check where this field gets copied into the document. And disable it for credit memos.
with best regards
Jens
Hello Jens,
Thanks so much for your response. You hit the nail on the head and are correct on my specific question.
I did a quick look in my system and I do not see a field called Calc. Pmt. Disc. on Cr. Memos. in payment terms or cash discounts. I checked in my AOT to see if possibly its something that I can select through this mode and still nothing.
Should I be able to find this in AX2009 even if we have a heavily customized system?
Hi Towana,
if I understand this right, a payment discount on the credit memo is not what the user wants. This is not a bug, it's a feature :) You can configure it in the payment terms whether a payment discount also applies to a credit memo. The field is called "Calc. Pmt. Disc. on Cr. Memos".
with best regards
Jens
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