web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Check out the Community Spotlight Video Series
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Credit note for price ...
Finance | Project Operations, Human Resources, ...
Unanswered

Credit note for price adjustment of posted invoice sales order line

(1) ShareShare
ReportReport
Posted on by B3tzy 30
Hi Team,
 
Could you please support? I am using 365 F&O. What is the best way to create credit notes against sales order lines without physical movement?
 
Currently we are working with the creation of RMa and the free text invoice, but both are not efficient ways.
 
Could you please suggest and alternative solution?
 
Thank you in advance,
 
Bez
 
 
I have the same question (0)
  • Giorgio Bonacorsi Profile Picture
    Giorgio Bonacorsi 3,553 Super User 2026 Season 2 on at
    Hello B3tzy,

    Fundamentally, there are two ways to produce a credit not without stock movement:
    - Free text invoice
    - Sales orders using virtual items (created manually or from RMA)

    To my knowledge, if the original sales order includes stock items, maximum: if there is a price difference, you can two time the original items line, one plus and one negative sign, and use those lines to make the price adjustment:



    If you give more information about the request, I can try to provide a more precise answer.

    Thank you, 
    Giorgio 
     
  • B3tzy Profile Picture
    B3tzy 30 on at
    @Giorgio Bonacorsi
     
    To my knowledge if you add negative lines there is stock transaction.
     
    The situation is exactly what you presented with the Amalia's example.
     
    Could you please explain me the solution with virtual items?
     
    Thank you

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Check out the Community Spotlight Video Series

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 341 Most Valuable Professional

#2
CU10121822-0 Profile Picture

CU10121822-0 312

#3
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 262 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP
License usage reporting (in-app and PPAC) with Entra dynamic groups

Product updates

Dynamics 365 release plans