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What is the standard rule for invoicing a credit note ?

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Posted on by Axel Cage

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Hi guys,

I'm creating credit note through code (X ). While the credit note is created, order type = "Returned order" and has specified RMA number based on Number sequence setup, then when trying to post invoice through code, this time I' always failed but with no error. I also checked that in my parameters, there is no need to specify Return Order Reason.

I'm using this code :

SalesFormLetter         formLetterObj;
SalesTable              salesTableInv = SalesTable::find(MyTableSales.SalesId);
                        
formLetterObj   = SalesFormLetter::construct(DocumentStatus::Invoice);
formLetterObj.update(salesTableInv);

May I ask, if in standard environment, means no customizations, is there any rule that might prevent me to invoice using this way ? Because I think I don't have customization in that SalesFormLetter Classes, and as far as I know, my created sales order already created correctly.

Mind to give me some clue of what might happened ? Sorry, but I tried to debug, but my knowledge on this is limited and can't find what is the problem, when it is goes too deep into SalesFormLetter then I get lost, and in then end I got nothing but the SalesTableInv which is supposed to give me the final result gave me Sales status still in "Open Order" which obviously there is not invoice information.

Thanks,

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Axel Cage 311 on at

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I'm wondering if I still need to specify DispositionCode and Post Packing skip in X++ as well, before invoicing.

I tried to give Disposition code in my Returned order line, but it looks it is still cannot post invoice using the same line of code as in my previous thread. I mean it is still not invoiced but there is no error either.

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André Arnaud de Cal... 305,465 Super User 2026 Season 1 on at

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Hi Axel,

For return orders, the disposition code determines what to do. It would manage if the goods will be returned by the customer or not and if the customer will receive a credit note or a replacement. For that reason, it is mandatory to have the correct disposition codes setup.

You can read more about this in the documentation: Specify how to dispose of returned items - Supply Chain Management | Dynamics 365 | Microsoft Learn

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Axel Cage 311 on at

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Hi Andre,

Noted, however I did put the Disposition Code in the end, but still no invoice. In fact, if try to post manually, from the UI, so go to AR/Return orders, the particular Returned Order cannot Post Packing Slip, as the lines is empty ->

Currently, my sales order is like below :

Thanks,

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Axel Cage 311 on at

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It looks like the Return Status Line have to be "Registered". Then if I Post Invoice manual through the UI, the line appears and I can successfully invoice it.

Question, how the code looks like to make the Return Status Line to be "Registered" so then It can be continue to Invoice with code ?

Since if I put the value to be "Registered" on the first time when Sales Line create process, it is go back to "Expected" when Sales Order creation completed.

Thanks,

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Axel Cage 311 on at

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I think I found the right class that make the status turn back, which is this class : SalesLineType_ReturnItem, which then I'm created CoC to make it "Registered" when create Sales Line.

This finally able to post invoice as well, with the code on my first thread.

Resolved. Thanks

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