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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Jobs - Apply credits t...
Small and medium business | Business Central, N...
Suggested Answer

Jobs - Apply credits to Job Invoices automatically

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Posted on by Samantha73 3,253

Hi All,

I can create a credit memo for a job planning line by entering negative quantity as below but this needs to be manually applied to the invoice created or both show as amount due non zero in customer ledger etries.  Is there a way to automatically apply a credit to a job invoice with with or without the negative line method? In addition I haven't found any way to create a credit (or invoice) to a job directly using invoice/credit screen.

Job-Credit.jpg

I have the same question (0)
  • JAngle Profile Picture
    JAngle 133 on at

    Please add on the ideas site. I’d vote for it. A lacking area of jobs

  • Suggested answer
    KAHUJA Profile Picture
    KAHUJA 44 on at

    There is a way. Once the Posted sales invoice is created, If you want to do a credit note, then just use "Cancel" from the "Posted sales invoice" screen and it will automatically apply the invoice to the credit note on the customer ledger entry and will also apply to the job.

    Also creating a manual line on the job planning line and creating a credit memo cant be auto applied as the system cant be sure if there is a same G/L account or same amount in the credit memo as of the invoice.

    So the system is correct. Use "Cancel" will resolve the issue. This is already tested.

  • Samantha73 Profile Picture
    Samantha73 3,253 on at

    This method doesn't reverse Qty and Invoiced Amt on planning lines and cause poor visibility.  That's why we use negative Qty

  • Suggested answer
    Kavisha Profile Picture
    Kavisha 310 on at

    Hi Samantha

    I did try it and it creates planning lines in -ve qty as required.

    Job Task No. Line Type Planning Date Planned Delivery Date Document No. Type No. Description Quantity Unit Price Line Amount

    300 Billable 27/01/2021 27/01/2021 5678 G/L Account 6610 Sales, Other Job Expenses 1. 1,000.00 1,000.00

    300 Billable 27/01/2021 27/01/2021 5678 G/L Account 6610 Sales, Other Job Expenses -1. 1,000.00 -1,000.00

  • Samantha73 Profile Picture
    Samantha73 3,253 on at

    Ok Thanks. I'll test this once again and see why I don't get the same results.

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