Microsoft Dynamics GP (Archived)

Credit memo report modify

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Posted on by prateekpulp

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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?

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Mahmoud Saadi 32,738 on at

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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;

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soma 24,410 on at

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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.

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Community Member on at

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RE: Credit memo report modify

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

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L Vail 65,271 on at

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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

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prateekpulp 540 on at

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RE: Credit memo report modify

Hi All,

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

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