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 ...
Kind Regards,
Pieter-Jan
