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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Purchase Credit Memo A...
Small and medium business | Business Central, N...
Suggested answer

Purchase Credit Memo Auto Apply

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Posted on by tlhgolfer 23

Is there a way to automatically apply purchase credit memos to the oldest invoices on a vendor's account? 

As an example, in the payment journal window the users chooses to "Suggest Vendor Payments", they want Business Central to automatically apply any credit memos that are available to open invoices and create the payment for the remaining amount?  The check stub would show all credits applied to the invoices.

Thanks,

Tanya

I have the same question (0)
  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 193 User Group Leader on at
    RE: Purchase Credit Memo Auto Apply

    You can do the above if you do not need to see the credit memo on the check stub/remittance. If you need the credit memo to print, it will be applied to the payment not to an invoice.

  • tlhgolfer Profile Picture
    tlhgolfer 23 on at
    RE: Purchase Credit Memo Auto Apply

    Thanks Kim that is what I see and I see there is no way to have the following:

    1.  Automatically Apply the Credit Memo

    2.  Decrease the specific invoice to the remaining amount

    3.  Show the credit applied to that specific invoice

    Just trying to clarify

    Thanks,

    Tanya

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 193 User Group Leader on at
    RE: Purchase Credit Memo Auto Apply

    So there are two options. 1) apply the credit memo to an invoice and this can be done at time of posting the credit memo or at a later date from customer ledger entries. These credit memos will not print on the check stub. 2) post a credit memo without applying to an invoice so that it will show on the check stub and when the payment journal posts, the credit memo, and everything paid on the check, is applied to the check.

  • tlhgolfer Profile Picture
    tlhgolfer 23 on at
    RE: Purchase Credit Memo Auto Apply

    Kim,

    I have one additional question because I tested your suggestion and I am assuming I have to Suggest Vendor Payments and that will apply the credit.  However, it doesn't show that it applies to a specific invoice it just reduces the amount.  Is there a way to have it show against a specific invoice?

    Thanks,

    Tanya

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 193 User Group Leader on at
    RE: Purchase Credit Memo Auto Apply

    If the credits are applied to the invoices, they will not show up on the check stub. If you leave the credits unapplied, then they will show on the check stub and both the invoices and credit memos will be paid by the check.

  • tlhgolfer Profile Picture
    tlhgolfer 23 on at
    RE: Purchase Credit Memo Auto Apply

    I have another client looking to have the applied credits appear on the check stub.  The credits can be automatically applied to the oldest invoice when posting now I just need it to appear on the check stub when the invoice is paid.

    Any suggestions?

  • Suggested answer
    JAngle Profile Picture
    JAngle 117 on at
    RE: Purchase Credit Memo Auto Apply

    Just for context, you would have already determined the “Application Method” on the vendor is “Payments” only. Meaning a modification is needed here. Potentially it can be done as part of the suggest vendor payments but I think upon posting a credit is a better place. Stops the suggest vendor payments from slowing down with too much processing.

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