web
You’re offline. This is a read only version of the page.
close
Skip to main content
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Customer Deductions
Microsoft Dynamics NAV (Archived)

Customer Deductions

(0) ShareShare
ReportReport
Posted on by Linzer 495

Hi All,

We have large retail customers who make frequent deductions.  If the deductions pertain to an invoice they are paying we can leave a balance on that invoice.  If the deduction is for advertising or something else not pertaining to an invoice being paid we have an issue in Navision.

We would like to pay off the invoices on the remittance in full and have a chargeback invoice created for the deduction amount until it is researched and resolved.

Does anyone have any ideas on how to handle this situation in Navision?
Thank you.

Linzer

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at
    RE: Customer Deductions

    We create two journal entries:

    1 -  a Credit to the customer in the amount of the deduction - apply to g/l account you use for advertising.  Use the description field to document they reason/type for the deuction.

    2 - an Invoice to the customer in the amount of the deduction - apply to g/l account you use for advertising.  Use the description field to state adv pending authorization or what ever you prefer.

    We also use the check# as these journal entries ext doc numbers with an -a or -b  added to the end just for reference purposes.

    When you go to apply the payment you use the credit you created to close the check completely.  An invoice for the deduction remains.  Once it's authorized you can create another journal entry credit to wipe out the invoice.

    Always use the same g/l account so it all washes out properly.

    These are extra steps but as you stated you don;t want to leave a open balance so these steps are necessary.

  • Linzer Profile Picture
    Linzer 495 on at
    RE: Customer Deductions

    Thank you.

    I did come across that add-on as well.

    We will look into it further.

    Thanks.

  • Suggested answer
    Jens Glathe Profile Picture
    Jens Glathe 6,092 on at
    RE: Customer Deductions

    Hi Stacey,

    directly in NAV with the base product: no. But after some Google-fu this one showed up: www.navcsg.com/.../chargeback-ar This sounds more or less like what you describe. The question is: Do they have it for your NAV version ready? But maybe it's worth a call.

    with best regards

    Jens

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

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics NAV (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans