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Small and medium business | Business Central, N...
Answered

Jobs planning line - Qty Transferred to Invoice after credit note

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Posted on by 3,263

Hi All

On a job planning line for a Billable type, when we create a sales invoice, the Qty Transferred to Invoice column shows to quantity invoiced.  However, if we now create a credit note for the same line then the quantity transferred to the invoice does not reduce. 

Thanks

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  • Verified answer
    Community Member Profile Picture
    on at

    Samantha,

    How was the Credit Memo created? Was it from the Planning Lines then process Create Sales Credit Memo?

    pastedimage1621466598507v1.png

    Hope this helps.

    Thanks,

    Steve

  • Samantha73 Profile Picture
    3,263 on at

    Thanks. yes from

       Planning Lines then process Create Sales Credit Memo

  • Suggested answer
    Community Member Profile Picture
    on at

    Samantha,

    In the Job Planning Lines, have you entered a Line Type = Billable, that reflects the Type and No. and Qty = -1? See my pic below, last line:

    pastedimage1621491249930v1.png

    If I click Create Sales Credit Memo I get this:

    pastedimage1621491285585v2.png 

    And after posting the Job Planning Lines show this:

    pastedimage1621491324559v3.png

    Hope this helps.

    Thanks,

    Steve

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