navision reversing a zero dollar credit memo

#Navision reversing a zero dollar credit memo how to
#Navision reversing a zero dollar credit memo manual
#Navision reversing a zero dollar credit memo full

#Navision reversing a zero dollar credit memo full

If the full quantity has already been returned, NAV will not create a new document line. Note: If part of the quantity on the original line has already been returned, NAV will create the new line with only the quantity that has not yet been returned. This means, for instance, that the original document represents an inventory increase and the new document represents an inventory decrease, or vice versa. If applicable, NAV will copy item tracking information from the original document to the new document, but only when the original document and the new document have opposite inventory flows. It is possible, therefore, for the Line Amount for the new line to be different from the Line Amount for the original document line, depending on the new calculation of the invoice discount. Discount option is activated in the sales and receivables setup, the invoice discount will be newly calculated when you post the new document line. When copying from posted invoices or posted credit memos, NAV copies any relevant invoice discounts and line discounts from the original document line to the new document line. If a posted invoice or credit memo is related to more than one shipment or receipt line, and exact cost reversing is mandatory, Dynamics NAV creates one new document line per shipment or receipt line. This ensures that the cost from the original document line is carried over to the new document line. Using the Copy Document option also creates new document lines.

When copying document lines only, the batch job adds these lines to possible existing lines on the sales document you are creating. You can choose to copy the entire document or the document lines only. When you need to reverse an entry, you can use the Copy feature to create the Sales Credit Memo.

#Navision reversing a zero dollar credit memo how to

In this blog, I will explain and demonstrate how to reverse a sales entry using the Copy feature in Microsoft Dynamics NAV 2009R2.

Be mindful if you have multiple warehouses because the return location will be the same as the original.įrom the Action Ribbon, chose Release and Post.Īnd remember, if the ‘ Return Receipt on Credit Memo’ field is selected in the Sales & Receivables setup, a posted return receipt will be created when the credit memo is posted.In my last blog, How to Create a Sales Credit Memo in Microsoft Dynamics NAV 2009R2 (), I demonstrated how to create a Sales Credit Memo and would advise reading that blog before you read this one. But when you have multiple lines of detail it is much cleaner and accurate to use the ‘Get Posted Document Lines to Reverse’.įrom the Actions Ribbon select ‘Get Posted Document Lines to Reverse.įrom the lines, choose the lines which require a credit and click OK.

#Navision reversing a zero dollar credit memo manual

If you have one or two lines or an ad hoc credit to issue, manual input is fine. In the Sell-to Customer No. field, enter the customer number. Let’s create a new sales credit memo by entering Sales Credit Memo in the search box or navigating to /Departments/Sales & Marketing/Order Processing and choosing Sales Credit Memos from Lists.Ĭlick the NEW button on the Home ribbon and we’ll get started.Įither manually enter a credit memo number or the system can generate one for us. Using the ‘Get Posted Document Lines to Reverse’ feature in Sales Credit Memos can be a great time saver. Sometimes a customer will have multiple sales returns and it can be a real chore.