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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to raise a credit ...
Microsoft Dynamics AX (Archived)

How to raise a credit note for an invoiced sales order

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Posted on by Community Member Microsoft Employee

Hi all,

I am trying to raise a credit note to send to a customer, as the invoice was issued in the wrong currency. I have had no luck so far in raising one.

I have used the following guide: https://technet.microsoft.com/en-us/library/dn818480.aspx

but when I click Okay at Step 5, I get the following error message:

"You are attempting to enter values that will change the source document amounts for this purchase order. Because invoicing of this purchase order has started, you are not allowed to make changes to these values."

If I want to raise a credit note, but there is no effect on inventory, how should I go about doing this?

Thanks in advance

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to raise a credit note for an invoiced sales order

    Hi,

    Yes it appears that there is a link PO which has already been invoiced. What it the best way to go from here?

  • Suggested answer
    Sagar Suman Profile Picture
    Sagar Suman 5,774 on at
    RE: How to raise a credit note for an invoiced sales order

    Hi EdSpan,

    Kindly check the manage tab of the sales order and there see if there any related orders in the inter company tracing section.

    Also you can check the same in the general tab > Related information > Related orders tab to see of there are any inter company orders linked to this sales order.

    Also check the origin field in the lines details general tab to see if the order is "origin" or "derived"

    It seems looking from your explanation there is an linked PO which has been already invoiced.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to raise a credit note for an invoiced sales order

    Hi,

    I am fairly new to DAX so forgive my ignorance; how would I go about finding out that information?

  • Guy Terry Profile Picture
    Guy Terry 28,621 Super User 2024 Season 2 on at
    RE: How to raise a credit note for an invoiced sales order

    Is the Sales order that you want to credit linked to a Purchase order? If so, how? Direct delivery?

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