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Apply Purchase Credit Invoice

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Posted on by Hatimali84

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Hi All,

We are looking for a solution for applying Purchase Credit Invoice.

Is there any way when we create payment journal for a batch of invoices, apply the credit purchase invoices (if any) to the payment batch? The issue is our payment batch is massive and takes a lot of time to apply the CM line by line.

Suggest vendor payment won’t work because it will create 2 separate lines in payment journal for invoice and credit invoice. We need to manually combine 2 lines in one and then generate EFT file.

What will be the other way round or a simple way to get this done.

Regards,

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Dynamics 365 Business Central

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Hatimali84 357 on at

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Apply Purchase Credit Invoice

Is there any third party extension / app that we can use which anyone of you have come across.
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YUN ZHU 74,280 Super User 2024 Season 2 on at

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Apply Purchase Credit Invoice

It seems that only customization can be done. For example, automating the process of manually combining 2 lines.

Hope this can give you some hints.

Thanks.

ZHU
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Valentin Castravet 25,058 Super User 2024 Season 2 on at

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Apply Purchase Credit Invoice

If you're using EFT then typically you have to apply the credit memo to an invoice prior to adding anything to the payment journal. You would apply the credit memo to the invoice when its created, or in the vendor ledger entries, but it must be done prior to adding any invoices in the payment journal. The reason being that as you mentioned, in the payment journal you would then have a credit memo line which doesn't work with EFTs. In the payment journal you can only have invoices.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/