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Entering Purchase Credit Memo for Fully paid Purchase Invoice

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Posted on by Seif naguib

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Hi We Have the following setuation

we are using drop Shipment module

We have a Posted purchase invoice of 100$ and qty =30

The payment is posted for 100$

we need to create a credit Memo for the posted Purchase invoice for qty = 15

I tried to do that by using Posted Purchase invoice > Correct > Create corection credit memo but it did not allow me because of the payment

what is the standard procedure to do Credit memo

takinf into consideration the Qty is returned to the Vendo no to us as thi sis Drip shipment

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YUN ZHU 85,770 Super User 2025 Season 1 on at

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RE: Entering Purchase Credit Memo for Fully paid Purchase Invoice

Hi, another way is to unapply the payment first, and then use the Posted Purchase invoice > Correct > Create corection credit memo function.

Hope this helps as well.

Thanks.
ZHU
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Inge M. Bruvik 1,029 Moderator on at

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RE: Entering Purchase Credit Memo for Fully paid Purchase Invoice

You have two options for creating this credit memo.

Go to purchase credit memo and either manually enter the credit memo or use the copy document function.

The copy document function lets you copy the already posted purchase invoice into a purchase credit memo.

community.dynamics.com/.../copy-document

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