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Credit note - Possibility to Choose not to receipt the credited item

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Posted on by Frida_Admotion

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Hi all!

In our old system we had a function when we did a credit note, where we could choose if we wanted to reciept the items back in stock or not.

Is there such an option in Business central?

We miss this a lot when we for example credit a reclaim, we now need to remember aslo to take it out of stock with a negative adjustment, when it automaticly is receipted.

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Dynamics 365 Business Central

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Valentin Castravet 24,925 Super User 2024 Season 2 on at

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Credit note - Possibility to Choose not to receipt the credited item

Yes, a Return Reason Code and with the Inventory Value Zero checked off will still put the item back into inventory. This setting simply means that when the item is put back in inventory, its put back with a value of zero. It doesn't mean the item itself won't be put back.

What you're looking for is to create a credit memo and use an item charge. Assign the item charge to the original shipment (if it was a sold item, or to the receipt, if this is for a purchased item). This way you will credit the item dollar amount, but not change the item quantity and put it back in inventory.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
SP-09051353-0 2 on at

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Credit note - Possibility to Choose not to receipt the credited item

I am experiencing the same problem. When I use the Reason Code and select the Inventory Value Zero box....this stops the G/L entry, but it still puts items into the inventory sub-ledger....which you would have to adjust out anyways. Annoying. The only work around that makes sense to me is in your Sales Credit Memo Line choose G/L Account in the line Type and post it directly to Warranty Expense or whatever expense account you want to hit....possibly debit Sales Revenue if you are comfortable with that. Then in the description I reference the Item number that we gave the customer a credit for.
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Rasmus B 147 on at

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RE: Credit note - Possibility to Choose not to receipt the credited item

How unfortunate. I would try to use the separate location option then.

So return the item to a Location Code called "Garbage" or similar, still using Return Reasons.

And then empty that location every now and then with a negative adjustment using an item journal.

If there is nothing but "garbage" in that location it should not interfere with your other operations.

That should help :)
Frida_Admotion 267 on at

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RE: Credit note - Possibility to Choose not to receipt the credited item

Thanks for all answers. We use The Return reasons with the zero value, but since February this year, we got a stock value nevertheless. It is some kind of bug or error that our consultant cannot solve. i don't think the Return system is fully the answer to my request anyway, when the items will be in stock somewhere if we use it, though without a value.

I will check deeper into the sales allowance and see if that can be a method for us.
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Rasmus B 147 on at

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RE: Credit note - Possibility to Choose not to receipt the credited item

If you do the thing with the Return Reason Code and add a code with the box "Inventory Value Zero" (= do not increase inventory) ticked you will not have an increase in items back in stock.

1. Search for Return Reasons

2. Specify a code in the first field, such as "Broken" for when you do not want to add it into inventory. Tick the box.

Below I made an example of three different scenarios.

If this solves your issue please mark as solved so that others may benefit

Please try it. Good luck!
Frida_Admotion 267 on at

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RE: Credit note - Possibility to Choose not to receipt the credited item

The credit memo still puts the items back in stock.
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Dallefeld 11,425 User Group Leader on at

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RE: Credit note - Possibility to Choose not to receipt the credited item

Credit memos do put inventory back into stock, the only option that I know of is in return reasons and you can choose to value at zero and you can also choose to put these items in a separate location. Use of the separate location makes it easy to isolate and clear quantities.
Rasmus B 147 on at

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RE: Credit note - Possibility to Choose not to receipt the credited item

If the scenario is that you receive an item and want to credit it without adding it to inventory you could do a Sales Return Order. And on Return Reason Code add a code with the box "Inventory Value Zero" (= do not increase inventory) ticked. This will then create a sales credit memo that you can send to your customer.

Also...

Sales Allowance could be a quick and efficient way of doing what you are asking. This way you will not have a problem with your inventory.

I am unsure exactly how you want to account for the item when it comes to profit/loss on that item and such.

learn.microsoft.com/.../sales-how-process-sales-returns-cancellations

Good luck
Amit_Sharma 2,545 on at

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RE: Credit note - Possibility to Choose not to receipt the credited item

Hi

Use Credit Memo functionality for both Sales & Purchase.

Refer the link for more information

For Purchase

https://erpconsultors.com/correct-or-cancel-a-posted-purchase-invoice/

For Sales

https://erpconsultors.com/correct-or-cancel-a-posted-sales-invoice-in-d365/

Regards

Amit Sharma

www.erpconsultors.com