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

CR/Adj Note for Prepayment Invoice

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Posted on by 120

We're trying to partially credit a prepayment invoice using these steps:

https://docs.microsoft.com/en-au/dynamics365/business-central/finance-how-to-correct-prepayments

However, Step 4 doesn't work because from Step 3 a CR/Adj note is created for the full amount and posted. Once it's posted, we can't go back and adjust the amounts to create a partial credit.

The obvious next step is to simply create a CR/Adj note manually and apply it to the prepayment invoice. However, the posting gets stuck at "Posting to bal. account".

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I have the same question (0)
  • Suggested answer
    JAngle Profile Picture
    133 on at

    Is the remaining option to credit in full and then repost at the correct %

  • JasonW Profile Picture
    120 on at

    Although possible, it's not really practical, because that would require clunky calculations for various line items because it's not always a unit value integer amount that is the credit amount. It would be neater to work out why we can't post when I think we're doing an out-of-the-box task.

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