Skip to main content

Notifications

Microsoft Dynamics GP (Archived)

Credit memo report modify

Posted on by 540

Hi,

I have some queries regarding the modyfying Credit memo report in Dynamics GP 2010.

Currently Credit Memo is not properly formatted in GP.  As such, we have been manually

creating our Credit Memos in Excel after posting Credit Memo transactions in receivable

transaction window in GP.

Credit memo form is attached to RM Blank document report. Now we have to format that report in GP and add fields like

1) ITEM NUMBER

2) ITEM DESCRIPTION

3) Unit Price

4) Ext. Price

By going through it I realized that these fields are not present in any table attached to the RM Blank document report. So can you guide

us how to format the report according to our requirement?

*This post is locked for comments

  • prateekpulp Profile Picture
    prateekpulp 540 on at
    RE: Credit memo report modify

    Hi All,

    I got what you all are saying. thank you for your support :)

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: Credit memo report modify

    Hi Prateekpulp,

    As others have mentioned, the RM documents do not address items, so you cannot use that report to include item detail.  If you are wanting to include item detail, is your customer returning the items? Why do you need to present item detail?

    Why not modify a 'Return' SOP document and just call it a credit memo?  What are your requirements with regards to Inventory?  Are the items inventory items?

    Please expand on your needs.

    Kind regards,

    Leslie

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Credit memo report modify

    Is it possible for a RM invoice and not credit memo then?

  • Suggested answer
    soma Profile Picture
    soma 24,406 on at
    RE: Credit memo report modify

    Mahmoud is 100% correct. Credit memo is not deal with items. It is used to decrease the customer's balance.

  • Suggested answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: Credit memo report modify

    In Dynamics GP, RM Credit memo is part of the receivable management module which doesn't deal with items, the sales order processing (SOP) module is used for this purpose. The credit memos is used to record any decrease in a customer's balance that isn't the result of a payment. The below is to illustrate the modules and associated data flow among them; 

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,232 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,064 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans