Credit note (returns) & Credit note (amounts) form project management module

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I can create Credit note (returns) by functions All project > manage > invoice journals > functions > select for credit note but I don't know how can i create Credit note (amounts) from project management

thank you

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Ludwig Reinhard Microsoft Employee on at

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RE: Credit note (returns) & Credit note (amounts) form project management module

Hi gwasiei,

Do you have any transaction that does not have the status invoiced?

The transaction you highlighted has already been invoiced and can thus not be included in another invoice proposal.

Can you describe the steps that you have done when selecting this invoice for a credit note?

Is the credit note already included in another (pending) invoice proposal?

Best regards,

Ludwig
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RE: Credit note (returns) & Credit note (amounts) form project management module

Dear Ludwig Reinhard,

session date 20/10/2017 and invoice date 18/10/2017

thank you
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Ludwig Reinhard Microsoft Employee on at

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RE: Credit note (returns) & Credit note (amounts) form project management module

Hi gwasiei,

Has the credit note transaction been posted?

If so, can you check the dates / date ranges that you selected when running the project invoice proposal?

Best regards,

Ludwig
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RE: Credit note (returns) & Credit note (amounts) form project management module

I get an Err "No transaction exists that can be selected for credit note."

Thank you
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Ludwig Reinhard Microsoft Employee on at

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RE: Credit note (returns) & Credit note (amounts) form project management module

Hi,

Have you tried creating a new project invoice proposal? The credit transactions should show up there and you can post the invoice.

Best regards,

Ludwig
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Chaitanya Golla 17,225 on at

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RE: Credit note (returns) & Credit note (amounts) form project management module

Hi,

Steps:

1. Click Project management and accounting > Common > Projects > All projects. On the Action Pane, on the Manage tab, in the Bill group, click Invoice journals.

–or–

Click Project management and accounting > Common > Projects > Project contracts. On the Action Pane, on the Maintain tab, in the Bill group, click Invoice journals.

2. In the Invoice journals form, on the Overview tab, select the invoice or invoices to which you want to apply credit.

3. Click Functions > Select for credit note.

4. In the Select for credit note form, on each tab, select the transactions that you want to create credit notes for.

–or–

To select all transactions on a tab, click the Select button on the tab. For example, click Select hours on the Hour tab.

–or–

To select all transactions on all tabs in the Select for credit note form, click Select all at the bottom of the form.

Please refer the following links

(Credit invoiced amounts in projects [AX 2012])

technet.microsoft.com/.../aa551626.aspx

(Creating credit notes in Project Accounting)

blogs.msdn.microsoft.com/.../creating-credit-notes-in-project-accounting

Hope this helps you.