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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / How to credit a sales ...
Microsoft Dynamics NAV (Archived)

How to credit a sales invoice generated from a job?

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Posted on by Anders Hedegaard 285

NAV2013R2-DK

I can not figure out how to create a sales credit memo for a sales invoice that I posted. The sales invoice is created from the job module and now I want to make a credit memo.

But when I use Copy Lines on the Sales Credit memo I get an error "You cannot change the sales line because it is linked to job task".

Can anybody give me a hint?

Thank you

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I have the same question (0)
  • Roberto Stefanetti Profile Picture
    Roberto Stefanetti 12,998 on at

    hi,

    you need this application hotfix  n."354695" Sales COD 6620 about "copy document function"

    "You cannot change the sales line because it is linked to a job task" error message when you use the Copy Document function to create a credit memo from an invoice with a linked job task line"

    nav.dk/.../januar-2014-overview-released-application-hotfixes-microsoft-dynamics-nav-2013-r2

    download from partnersource\customersource

  • Anders Hedegaard Profile Picture
    Anders Hedegaard 285 on at

    Ok, I will have a look at it. Thank you.

  • ArnoldS Profile Picture
    ArnoldS 604 on at

    The workflow for reversing a job sales invoice is that you need to create a new job planning line with a negative qty.  To impose exact cost reversing, the Type field (e.g. Resource, G/L or Item), No. field, unit price and unit cost in the new job planning line MUST BE THE SAME with previous job planning line where you posted the sales invoice from.  

    Once you have the new job planning line(s), use the Create Sales Credit Memo action from the ribbon of the Job Planning Lines page to transfer the job planning line to a new sales cr/adj note document. Then. post as usual.

  • Anders Hedegaard Profile Picture
    Anders Hedegaard 285 on at

    That workflow will not work:

    Problems:

    1. there are >100 lines on some of the invoices -> manual entry should not be neccesary

    2. the user must remember to apply the creditmemo to the original invoice - this is bound to fail

    3. how to issue a new invoice with corrected prices? -> manual work is not an option

    I expect that it is possible to credit and reinvoice somehow, but I cannot figure out how.

    Thank you for your help on this.

    Anders

  • ArnoldS Profile Picture
    ArnoldS 604 on at

    Up to you. Job Costing is a delicate module of NAV as it requires job planning schedule lines to effectively compute the WIP Amount, Recognised Cost and Recognised Sales.  That is why the workflow related to both sales invoicing and sales CR/Adj note should always start from Jobs.  With my experience, I have always asked my clients to go back to jobs when sales cr/adj notes needs to be posted.

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