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Small and medium business | Business Central, N...

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Credit notes against Purchase Orders

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Posted on by OC-28061708-0

26

Hi,

We are receiving funds back from a vendor but not in return of any items, therefore we do not want to adjust the inventory with the credit note.

How do I raise a credit note against a PO without adjusting the stock? I can only find a way to do it which adjusts the inventory.

Thank you,

Olivia

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YUN ZHU 95,763 Super User 2025 Season 2 on at

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Hi, You can try Purchase Journals, so that only the amount moves, not the item.

Hope this helps.

Thanks.

ZHU

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Gerardo Rentería Ga... 25,390 Most Valuable Professional on at

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Hi

For adding a link that shows you how to use this journal.

Invoicing with the Purchase Journal - Dynamics 365 Business Central (usedynamics.com)

Best

GR

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Valentin Castravet 31,555 Super User 2025 Season 2 on at

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If the credit note is for purchased items where the purchase cost is being adjusted, I recommend using an item charge on a credit memo. I wrote a blog post about using this method here. In this case, the purchase journal can work but it will not update your inventory subledger so if you do any reporting off of that then it won't accurate, which is why I recommend the item charge method.

Turning off Return Receipt on Credit Memo is not going to do what you want. I'm not sure why that was recommended as its wrong. Turning off that setting will simply not create a return receipt document, the item is still going to be returned in to inventory.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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