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Hi All
Is there any functionality create a credit that doesn't take the stock back but apply a price adjustment only? For example we issue an inoive for $100 but the amount should be $90 on the line item?
You can create a credit note with the relevant customer in the header and G/L account in lines. This way you can issue a credit to the customer w/o affecting inventory
Yes - you would use a charge item. You would create a sales credit memo which contains a charge item which is applied to the posted sales shipment. The benefit of a charge item is that it would adjust both your G/L and the inventory subledger to the new lower price. Using only a G/L account would only adjust your G/L.
learn.microsoft.com/.../payables-how-assign-item-charges
Nice suggestion Valentin! For some reason I haven't thought of using charge item in such cases, but I will remember this way next time a user asks me the steps to solve such scenario.
I did a quick testing but didn't get the expected result. I created a sales credit memo for a customer. add an item charge, assign it to the posted sales line. The item charge add to the original amount. What did I miss here?
You should have only the Item(Charge) line in the Credit Memo with the amount = total for what You are decreasing the original invoice.Seems like You copied the original invoice and then added extra line with Item(charge).
You can also look into the sales return process and see if that is anything you can use for this situation.
learn.microsoft.com/.../sales-how-process-sales-returns-orders
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