Credit memo or Debit memo entries integrate to D365F&O from third party app

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Posted on by JP..

Hi Team,

We have integration of customer Debit memo and credit memo entries from third party tool to D365FO , we have suggested using suffix as DM1,DM2... or CM1,CM2... after invoice number to identify concerned invoice numbers. Credit memo using negative sign value and Debit memo entries using positive sign value and manually post in D365 FO in Free text invoice form.

for Standard credit memos. we are using credit invoicing method in Free text invoice.

please let us know your inputs!.

Thank you

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Dynamics 365 Finance

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JP.. 29 on at

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Credit memo or Debit memo entries integrate to D365F&O from third party app

Hi @André Arnaud de Calavon,@Arunraj Rajasekar,

Thank you for the response.

we have integration from 3rd party app to D365F&O.

Question - Business users raising customer credit or debit memo's in 3rd party app for any excess payment or shortage payments and pushing the entries to D365FO through created API's , users will validate and to post free test invoice in D365FO.

we suggested to use suffix to invoice number they raise to identity debit or credit number against particular invoice number (example - Original invoice # 123, for Debit memo - 123DM1,2 3, or Credit memo - 123CM1,2,3 against invoice they are raising).

Credit memo using negative sign value and Debit memo entries using positive sign value before pushing to D365FO and users to post manually in D365 FO in Free text invoice form.

we will use the same invoice to settle for customer payments.

please let me know if this ok to understand, should we consider anything else. please suggest,

Thank you.

note- for Standard credit memos. we are using credit invoicing method in Free text invoice and make customer payments accordingly.

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André Arnaud de Cal... 297,242 Super User 2025 Season 2 on at

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Credit memo or Debit memo entries integrate to D365F&O from third party app

Hi,

Can you tell us what is your actual question? How do you need help from the community?

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Sohaib Cheema 47,655 User Group Leader on at

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Credit memo or Debit memo entries integrate to D365F&O from third party app

Hi,

In standard you have number sequence setup on the accounts receivable parameters form, where you can mention how you want you number sequence to behave.

When you post the document system is going to attempt taking the number sequence as per the setup.

Is that's not the case already i.e. when you post your invoice or credit note, the number sequence is self generated ?

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Arunraj Rajasekar 1,739 on at

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Credit memo or Debit memo entries integrate to D365F&O from third party app

Hi @JP..
Can you please elaborate your question?

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