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
*This post is locked for comments
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.
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
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.
Ok, I will have a look at it. Thank you.
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
Share
Report
All responses (
Answers (
