web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Apply bulk credit adju...
Small and medium business | Business Central, N...
Suggested Answer

Apply bulk credit adjustments

(0) ShareShare
ReportReport
Posted on by Community member 4
Hello there
 
I am wondering if someone knows of a way to apply bulk credit adjustments from an XLS.
 
If we have an XLS with some customers who's orders weren't fulfilled we want to credit them on their next invoice.
 
We are wondering if it is possible to import an XLS with the customers and credit amounts into Business Central and have it apply directly to their next invoice?
 
Kind regards,
 
Timothy
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,548 Super User 2025 Season 2 on at
    Hi, this requires customization.
    You need to import the Credit memo from xls file (Excel), post it and automatically apply it to the next invoice. Unfortunately, the standard can't do that.
    Maybe you can consider using Configuration Package and some manual operations.
    How to Export and Import Data (Using Configuration Packages)
     
    How to use Configuration Package to post documents (Sales Order, Purchase Order, Transfer Order, General Journal, etc.)
     
     
    Hope this helps.
    Thanks.
    ZHU
  • Community member Profile Picture
    Community member 4 on at
    Hi Zhu,
     
    I followed the steps in your articles however I am still unsure on how to configure it exactly to be able to post credit adjustments for their next invoice from the XLS.
     
    Regards,
     
    Timothy

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 3,151

#2
Jainam M. Kothari Profile Picture

Jainam M. Kothari 1,443 Super User 2025 Season 2

#3
YUN ZHU Profile Picture

YUN ZHU 1,092 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans