Skip to main content

Notifications

Announcements

No record found.

Business Central forum
Suggested answer

Sales credit memo

Posted on by 2
I have sent an invoice to a customer, turns out the price of each item is off. I create a sales credit memo, select the item, put in the quantity and the amount to credit per item. When i post the sales credit memo, it throws all of the items back into stock. I just seen that i can choose "corrective" at the bottom of the credit memo window, but will selecting "corrective" only make the adjustments to the cost of the item or will this still put the items back into stock? I need to know how to issue a credit for the item without the items going back into inventory. 
 
Example:
 
Item         qty             unit price         total credit
1234         4                .10                     .40          
 
the customer gets the .40 credit but then 4 of item 1234 gets thrown back into stock.
  • Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 1,718 on at
    Sales credit memo
    hi
  • Arpit Ingole Profile Picture
    Arpit Ingole 62 on at
    Sales credit memo
    Hope this will help you as well.
  • Jun Wang Profile Picture
    Jun Wang 7,150 Super User 2024 Season 2 on at
    Sales credit memo
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 22,198 Super User 2024 Season 2 on at
    Sales credit memo

    If you select "corrective," it will not only adjust the cost of the item but also return the item to stock. If your credit memo includes the item on its lines, any adjustments will cause the item to be restocked.

    To change the price of an item without putting it back into inventory, you have two options:

    1. Create a credit memo to a GL account: This option affects your Accounts Receivable (AR) and credits the customer for the price difference. However, it does not adjust your inventory subledger, which can lead to inaccuracies in inventory-related reports. 
    2. Create a credit memo and use an item charge: Apply the item charge to the sales shipment. This method adjusts your inventory subledger, ensuring accurate inventory reporting. I’ve written a blog post detailing this method here.

     

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

     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,552 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,552 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans