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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 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
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).
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?
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.
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.
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
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