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Prevent a credit note with a charge item discount from exceeding expected value of shipments?

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Posted on by Vassilis Papadolias

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Hello, everyone,

i am using credit notes with charge items to enter discounts to sales orders and when assigning those charge items to sales shipments I notice that sometimes users enter a value that exceeds the value of the sales shipments.

Is it possible to prevent this via Business Central? Post some kind of warning message, maybe?

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Dynamics 365 Business Central

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Pallavi Phade 5,420 Super User 2026 Season 1 on at

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Namaste @VP-26101442-0

Yes , you can validate the amount .

When you select "Get Shipment Lines" and try to edit "Amount to Assign " in charge assgment tab you can validate the amount with sales shipment line amount or unit price if there is difference in quantity to be assigned .

Take Sales shipment line as reference and filtering with Shipment no = Applied Document no ; Applied to Docno = Shipment Line no . You can validate the amount

Or you can verify at the time of posting it will increase slowness , reduce perfomance if credit note has multiple lines.

If you feel this helped , Please mark as "Verified"

Regards

Pallavi Phade

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Vassilis Papadolias 167 on at

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Pallavi Phade you mean write some code to examine the value in applied invoice, right;

Not that Business Central does it on its own.

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Jainam M. Kothari 15,732 Super User 2026 Season 1 on at

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Hello,

Business Central does not provide an out-of-the-box restriction for preventing charge item values from exceeding related shipment values, but you can achieve this through custom AL development

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OussamaSabbouh 12,803 Super User 2026 Season 1 on at

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Hello,

BC doesn’t have a built-in control to stop users from assigning a charge amount larger than the shipment value.
So yes, users can over-assign, and BC won’t warn them.

This behavior is standard in BC.

BC validates quantities, not amounts.

To block or warn when the charge amount exceeds the shipment value, you need a small AL customization that checks the assignment and shows an error/warning.

Regards,
Oussama Sabbouh

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