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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Track credit notes
Microsoft Dynamics AX (Archived)

Track credit notes

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Posted on by Tung Duong 242

Hi all,

I'm having a questing about working with invoices and credit notes. Is there a way to track which credit notes originated from which invoice? The invoice journals list only shows all the invoices but not the relationship between the original invoice and credit notes.

Thanks in advance,

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  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Tung Duong,

    Do you refer to customer or vendor credit notes?

    Are those credit notes related to purchase / sales orders or non-inventory related invoices?

    Some additional information on how you create the original invoices and credit notes would help answering your question.

    Many thanks,

    Ludwig

  • Tung Duong Profile Picture
    Tung Duong 242 on at

    Hi Ludwig,

    Thank you for the response. I'm trying to track the relationship between original invoices and credit notes for both customer & vendor, as well as orders & free-text invoices. For purchase/sales orders, I can trace the relationship via the transactions of the items in the orders, but it usually takes quite a long time to follow all the cases. Meanwhile, the invoice journal list only shows all the invoices and I haven't found the direct relationship between these 2 types of invoice.

  • Community Member Profile Picture
    Community Member on at

    Hi there ..

    One suggestion would be to consider personalising (for example the inventory transaction form) , by adding additional columns into the transaction grid  (LotID, ReturnLotID, Invoice Return) this may then provide enough information for users to then 'search' on the lotid / Returnlotid as this provide the links between an invoice / credit note.

    Have a look, and see if this may help ..

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Tung Duong,

    As Martin mentions below there is no real easy and straightforward functionality to use for linking invoices and credit notes. For PO's you can make use of the reference fields; for other invoices and credit notes you have to think about Workarounds and enter the linkage info in other fields or make a customization.

    Best regards,

    Ludwig

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