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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!
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
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.
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
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.
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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