Dynamics Community Forum Thread Details

How to return a service line?

How is it possible in BC to return a service line?

Lets say I have a service line with Item: TestItem, Quantity: 2

and I want to return it. Is it enough to delete the line?

Hello,

I am guessing you have already Invoiced the customer for the Service Line on a Service Invoice. A service credit memo document is typically used when a customer returns an item, but it can also be used to give a customer some compensation or to correct an erroneous invoice. Here are the steps:

1. Choose the Search icon, enter Service Credit Memos, and then choose the related link.

2. Fill in the fields on the line as necessary. Hover over a field to read a short description.

3. The Posting Date and Document Date fields display the work date. If needed, you can change it.

4. On the credit memo lines, enter information about the items that have been returned or removed, or the compensation that will be given to the customer.

5. Choose the Post action. If you want to print the credit memo at the same time as you post, choose the Post and Print action instead.

To test credit memos before you post them, choose Test Report. When you run the report, the posting dates specified in the document are verified.

6. To post several service credit memos at the same time. run the Batch Post Service Cr. Memos batch job. This can be an advantage if you have a large number of credit memos that must be posted.

Hope this helps.

Thanks,

Steve

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