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How do I delete or create a credit note on an invoice when the sales order has been deleted

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Posted on by Community Member Microsoft Employee

I have a scenario where I need to do a credit memo on an invoice but the sales order has been deleted. The corresponding sales order invoice needs to have a credit note applied or also be deleted. However, I'm unable to do the credit note transaction because the sales order is gone. I need to remove the balance owing on the customer account. What is the best way to perform this transaction and clean up the orphaned invoice? The platform is AX 2012 R3 kernel version 6.3.6000.151.

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André Arnaud de Cal... 292,494 Super User 2025 Season 1 on at

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RE: AX 2012 how do I delete or create a credit note on an invoice when the sales order has been deleted

Hi zrmlc3,

You can create a new sales order with negative quantities. You can provide a cost price or set an inventory lot ID for the cost price. Then you can post the invoice. You can also create a return order for this purpose with a setting for credit only.

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André Arnaud de Cal... 292,494 Super User 2025 Season 1

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