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Hi
I'm looking for an easy way to credit a Posted Sales Invoice.
I know that I can go to Sales Credit Memos but often we have already found the Posted Sales Invoice and it would be a lot easier to go directly from there to Sales Credit Memos, but it doesent seem possible?
Any tips and Tricks on this matter?
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Hi.
As Mohana mentioned, there is no any standard functionality to create credit memo directly from the sales invoice but it can be possible by doing some customization in the system.
(Microsoft has introduce the "Correct" function for only in "SMALL BUSINESS " profile from NAV 2013 R2 under simplified UX concept)
However, if you want to apply this with standard function. Go to credit memo, create new document and in the Application fasttab, you will find three fields. 1) "Applies-to Doc. Type" 2) "Applies-to Doc. No." and 3) "Applies-to ID"
Select the appropriate document here and post the credit memo. this automatically get applied to your invoice and you will also find the reference of invoice in customer ledger entry against the credit memo.
Regards,
Saurabh Shah
Thanks Mohana, just what I thought :-) Just needed to checked if I missed something.
You want to create/open Credit Memo's directly from Posted Sales Invoices?
its not available standard.
You can add an action in posted sales invoices to open the sales credit memo's with filter Applies-to Doc. Type and Applies-to Doc. ID etc
No its an old posted sales invoice that I now want to credit.
Are you Applying the Invoices while posting the Credit Memo's?
if yes, you can use those details to open the Credit memo
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