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Microsoft Dynamics AX (Archived)

Which function to do adjust price for sales order after invoicing?

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Posted on by Community Member Microsoft Employee

Hello every body,

I have 1 case as below. Please review and answer my question.

Step 1: I posted invoice from sales order (qty = 10, unit price = 100$, non-tax)

System posted:

Dr Customer balance account 1000$

Cr Revenue account 1000$

Step 2: I must adjust price from 100$ to 150$. i want to create sales order with qty = 1, unit price = 50$. 

I want to system post only:

Dr Customer balance account 50$

Cr Revenue account 50$

and this item is not issued from stock.

Please tell me if system has function which can support this requirement in AX 2012R3?

Thanks so much!

*This post is locked for comments

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Which function to do adjust price for sales order after invoicing?

    Hi,  

    In this case you can only correct the original invoice by creating a credit note and to post it again with the correct price. Any other workaround will 'destroy' your statistics report.

    Best regards

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Which function to do adjust price for sales order after invoicing?

    Hi Ludwig,

    Yes, i get your mean. But, you know sales staff need to report sales by item at month-end. I suggest them to use Customer/Item Statistic report. So, if i use SO invoice line with non-stock item (another item) this report is not updated full-requirement.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Which function to do adjust price for sales order after invoicing?

    Hi ThuyCao,

    I think the easiest way forward in this case is what I mentioned further above by adding a new SO invoice line that you use for example in combination with a non-stock 'dummy' item or a sales category.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Which function to do adjust price for sales order after invoicing?

    Hi Ludwig Reinhard,

    Yes, i can use Free text invoice or SO with service item to create adjustment invoice in this case.

    The balance of related account is ok, but sales report (for example Customer/Item Statistics report in patch: Sales and Marketing> Report> Statistics> Customer/Item Statistics) is not update revenue for this item.

    It's mean i want to be not only adjust balance of accounts but also update sales report.

    Are you have any solution for me? Please help me.

    Thanks so much.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Which function to do adjust price for sales order after invoicing?

    Hi ThuyCao,

    You can add a second sales order line and enter either a sales category or a service item that you use for invoicing the $50 price adjustment.

    This will not influence your stock and can be easily processed.

    An alternative would be using a free text invoice. However, in this case you lose the relationship to the original sales order.

    Best regards,

    Ludwig

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