Select for a Credit Note Function

(0) Share

Report

Posted on by Community Member

Hi All,

Greetings,,,

I'm using Microsoft Dynamics AX 2012.

I need to make a credit note against posted project invoice, before we used to make a simple credit note without any linking to a posted invoices.

But I figure out that there is an option in Function tape to select the posted invoice for a credit note, but when trying to use it I select the on-account invoices then press ok, but nothing happened.

Could anyone help with this issue?

Thanks All

*This post is locked for comments

I have the same question (0)

All responses (8)

Answers (1)

Verified answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

Hi,

When you selected the posted on-account invoice for credit note, did you explicitly select the line and then say select for credit note?

Once this is done you can run a new invoice proposal and the same on account transaction - but with opposite signs - should show up and can be invoiced.

If you do not see that can you check whether you have some pending invoice proposals where the transaction might be included in?

In case you can also not find something there, please share some screenprints of the steps that you made and also let us know the exact AX2012 version (RTM, R2, R3 ...)

Best regards,

Ludwig

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thanks a lot, my dear Ludwig.

Now it's working well.

Was this reply helpful? Yes No
Muhammad Yousaf 1,339 on at

Like (0)

Report

Hi Amjad

i hope you are doing well

how did you fix your problem of issuing a Credit Note against a posted Project Invoice

Please tell me urgently, i am having the same issue. If you can guide me by mentioning the steps.... it will be great

Was this reply helpful? Yes No
Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

Hi Muhammad,

What exactly is the problem that you have?

Can you create a new thread and share some screenprints that illustrate the problem?

Many thanks and best regards,

Ludwig

Was this reply helpful? Yes No
Muhammad Yousaf 1,339 on at

Like (0)

Report

hi Ludwig

I am not able to understand the process

till selecting an invoice journal for a credit note, i can do this, i can select a posted project invoice for a credit note

but after that, what to do, i have no idea... i tried everything mentioned in community, but nothing is working for me

Regards

Yousaf

Was this reply helpful? Yes No
Muhammad Yousaf 1,339 on at

Like (0)

Report

Its a milestone invoice - It has no link with any invoice related to an item

Was this reply helpful? Yes No
Suggested answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

Hi,

Can't you create an additional corrective milestone with opposite signs to get this resolved?

Best regards

Ludwig

Was this reply helpful? Yes No
Muhammad Yousaf 1,339 on at

Like (0)

Report

Hi

Yeah i can do that with a corrective milestone and with negative value

but i thought, it would be a un-professional way of entering project related data

if there is no other way, i will tell the user to pass a negative entry

Regards

Yousaf

Was this reply helpful? Yes No