Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested answer

Return with a Credit Note

(1) ShareShare
ReportReport
Posted on by 7,986

Good day,

Every quarter completed POs are moved to history, can a credit note be entered relative to one of these POs that is in history? Or can it only be done via an adjustment.

Regards

Rosemary

Categories:
  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,274 Moderator on at
    RE: Return with a Credit Note

    hi

    credit notes can be entered for purchase orders that are in history. To do this, follow these steps:

    Open the Purchasing Transactions Inquiry window (Purchasing > Inquiry > Transactions).

    Enter the document number for the historical purchase order that you want to credit.

    Click the Transactions button to open the Purchasing Transactions by Document window.

    Click the Apply button to open the Apply Payables Documents window.

    Enter the credit note information as you would for any other payable document.

    Click the OK button to save the credit note.

    Alternatively, you can also create a credit note as an adjustment to the inventory account. However, this method does not link the credit note to the specific purchase order. To create an adjustment credit note, follow these steps:

    Open the Inventory Adjustments window (Inventory > Transactions > Inventory Adjustments).

    Enter the item number and quantity to be adjusted.

    Enter the credit amount in the Cost field, and select the appropriate GL account in the Account field.

    Save the adjustment.

    DAniele

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,468 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,287 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans