Dynamics AX2012 R3 Credit notes

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Silly question probably, but what is the best approach for making crediting prices for many sales orders? We have been experimenting with creating a single negative line, bringing the item back (into a 'cedit' warehouse) then reinvoicing at the corrected price, however this would be tedious if we had, say 300 orders that we needed to do a price adjustment? We may also have the situation where the price was incorrect and needs to be increased, but this doesn't seem to work in a credit scenario? Thanks in advance

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Ludwig Reinhard Microsoft Employee on at

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Hi AX2012,

Is it important for you and your sales order related reports that the price adjustments are recorded for each individual sales order?

Or do you just want to create a credit note for your customer for a number of different sales orders?

In the latter case, a simple free text invoice/credit note might do the job. It would, however, not result in correct sales order margins as such a free text invoice/credit note has no relationship with the original sales orders.

Do we talk here about large and 'material' changes or comparatively small price changes for which you have to create a credit note?

Best regards,

Ludwig

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Community Member on at

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Hi I would want to create a credit for different sales orders and reference the corresponding sales order in the free text invoice. The problem with free text invoices is you can’t add stock items. Iooking to do a large number of price changes for stock items. The price change could be small or large and based on debit note deductions made by the customer as part of their settlement?

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Ludwig Reinhard Microsoft Employee on at

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Hi AX2012,

There is no easy and straightforward way how to make those price adjustments.

In the standard application those adjustments need manual corrections that are time consuming especially if a large number of transactions are involved.

From what you wrote above I assume that this is not something that you want.

For that reason, I would suggest that you sit down with a developer and your system admins and discuss whether a system modification makes sense here.

Best regards,

Ludwig

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Community Member on at

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Thanks Ludwig. I will do that

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Konrad U 804 on at

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We do the credit rebill approach and it is tedious but doable. To stop this from happening we have pricing set up and monitor any changes to get sales management approval.

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