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So a sales invoice was created, with discount applied in the header a credit note was then created as part of a return but the credit was note applied to it. The return or (RMA) has not been completed. will the discount only be applied when the RMA is closed or should D365 have picked the info off the sales invoice? I have checked the credit note and it does correctly reference the right sales invoice and sales order
Hi Boyd Brebner,
Have you already posted the credit note?
Didn't the voucher take the discount into consideration?
Is it possible that you share some screenprints?
Many thanks and best regards,
Ludwig
Hi the CR note posted but did not take into account the discount. The credit note was properly linked to the correct invoice it just seemed to ignore the discount. My thinking is that because its part of a bigger return process that the discount has not calculated yet but I am at a loss to determine why it did not
Good Morning Boyd Brebner,
Can you have a look at LCS?
I found a number of issues reported for return orders and discounts that might apply depending on the system version that you use.
Here is the search link that I used (requires login)
fix.lcs.dynamics.com/.../Results
Best regards,
Hi
thanks, this is very useful and I have checked and we are on 10.0.8 so most have already been caught apart from one which does not appear to be related to the issue as it is a validation error and not just missing out the discount. My only other thought is that as the return is not open that when it is all posted that it may update but I doubt its the case
If everything is already posted then an update does not make any difference as it won't affected and modify already things that have been posted.
Your chance in this case is posting a manual correction for example by adding a new line to your original SO that you invoice update in the form of a credit note.
That works only if your parameter settings allow you modifying already invoiced orders.
It is also not a perfect solution but it creates and correct at least the postings for this customer and gets things recorded correctly.
Maybe test this out in a demo / test environment first if you can make such a workaround.
Hello boyd,
you may check bug it may answer your question. (for information, RMA and discount is related to Supply chain)
fix.lcs.dynamics.com/.../Details
From Issue
This is expected behavior that is based on the assumption that the only time you want to apply discount to your customer for the return is when they received the discount in the first place. In other words, when the return is created by copying the original sales order line by means of using Find sales order function. This logic has existed across multiple releases.
Kind regards
Annaick
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