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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Credit note for price ...
Finance | Project Operations, Human Resources, ...
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Credit note for price adjustment of posted invoice sales order line

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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 735 on at
    F&O 365: Credit note for price adjustment of posted invoice sales order line
    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
    Credit note for price adjustment of posted invoice sales order line
    @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

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