Dynamics Community Forum Thread Details

Process Sales Returns : posted sales invoice fully paid ,

Hi all,

Following link (microsoft docs) explains how to process sales returns , but I don't completely understands which steps to take in a scenario

where we have a posted sales invoice to a customer for 3 expensive items , which is already fully paid for by the customer (closed).

The Customer decides to return to us 1 of the bottles , if I create a posted Credit Memo for the 1 bottle, there is no relation to the original posted sales invoice ?

"Applied Entries" is only for a positive ammount due (Customer ledger entries) ?

In the end , on the original Posted Sales Invoice , there is no track of the Posted Credit Memo ...

https://docs.microsoft.com/en-us/dynamics365/business-central/sales-how-process-sales-returns-cancellations

SCENARIO :

I have an original posted sales invoice , which is payed in full by the customer.

(I understand that I can't use the "correct" or "cancel" functionality on the Posted sales invoices page)

Suppose that the posted sales invoice is for 3 very expensive bottles of Gin. The customer notices that 1 bottle has an issue (after payment) & wants to return this item.

For that reason, we need to create a sales return order ( or create the sales credit memo directly).

1) I create the Sales credit memo for 1 bottle , and get the lines from the original posted sales invoice.

--> Sales credit memo's > new > Prepare > Get Posted Sales document Lines to Reverse

(or Actions > functions > copy document)

2) Post the Sales Credit Memo , resulting in the following Customer Ledger Entries below.

Question : As I understand, the only way to know that posted Credit Memo ..008 applies to Posted Sales Invoice ... 0027 is by navigating to Sales credit memo card & reading the "description" ?

Is there a better way of handling customer returns , in case payment was already fully made by the customer for the posted sales invoice ?

In this scenario on the original Posted Sales Invoice , there is no track of the Posted Credit Memo , but it does apply to that posted sales invoice ...