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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sales Credit
Small and medium business | Business Central, N...
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Sales Credit

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Posted on by LF-16052033-0 224
How do you give a sales credit back to a customer without getting the item return into inventory?
Categories:
Business Central
Business Central
Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,696 Super User 2024 Season 2 on at
    Sales Credit
    Hi, you can also try Sales Journals and directly create rows with Document Type as Credit Memo.
     
    Hope this helps.
    Thanks.
    ZHU
  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,425 User Group Leader on at
    Sales Credit
    You can also just use a general ledger account to give the credit which eliminates you receiving the item into inventory (even at a zero value) and having to write off the quantity.
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,443 Super User 2024 Season 2 on at
    Sales Credit
    easy way is to turn off the below flag, then the returned item won't come back to your inventory. 
     
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,822 Super User 2024 Season 2 on at
    Sales Credit
    Using a return reason code with inventory value zero will put the item quantity back into your inventory with an inventory value of zero. It could technically work, but after that, you would have to do an item journal adjustment to get that item out of inventory, as you mentioned the customer doesn't return the item. 
     
     What I would recommend is to use a sales credit memo with an item charge. The item charge would be applied to the item shipment. This will give a credit back to the customer without putting the item back into inventory. 
     
     
    Valentin Castravet
    Zander ERP Services
  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,139 Super User 2024 Season 2 on at
    Sales Credit
    In the Return Reason Code, include a code with the "Inventory Value Zero" checkbox selected and select that reason code on Sales Return Order. This approach ensures that the transaction does not contribute to an increase in inventory.

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