Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2022 Release Wave 1 PlanDynamics 365 release plan for the 2022 release wave 1 describes all new features releasing from April 2022 through September 2022.
2022 release wave 1 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I receive a complain from our accounting team that one of our customer (customer B) that those not have access to credit facilities is appearing to be owning us while another customer (customer A) that they are sure is owning the company is appearing as the company is owning the customer. Immediately, I knew the could be from the customer card info. On customer B card, the bill to was linked to customer A. All payment received were raised in customer B account.
My question is, is there a way to link all or some selected affected invoices that were billed to customer A back to customer B at once?
Thanks in advance
Hi Dynamics 365 F7O ,
Once you post the Invoice, there is no way back to link with correct customer, in that case you have to cancel the Posted invoice, and create new one, and then post with correct customer details.
wow, now I feel like crying
Hi, as Nitin mentioned, It is recommended to cancel the previous invoice and recreate it for Customer B.
You can use Create Corrective Credit Memo feature to do it quickly.
Or, You can make adjustments directly in Sales journals, but I personally do not recommend doing so.
Hope this will help.
Dont cry ;) , unfortunately we dont have any option left after posting anything in BC/NAV, so I would request you please do the correction in invoice cancel and create credit memo for the correct customer.
Thank you guys. Going to follow the recommendation
please close this issue chain if you think everything is corrected now.
Business Applications communities