![]() ![]() This function copies the entire document. General tab – You can fill in the lines manually, or you have two options for filling the credit memo lines automatically: The Copy Document batch job is used to copy an existing document to the credit memo.Go to Departments >Financial Management >Receivables>Sales Credit Memo General tab and select “New ” then enter or tab off the field and NAV will generate the number.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. ![]() In this blog, I will explain and demonstrate how to reverse a sales entry using the Copy feature in Microsoft Dynamics NAV 2009R2. And I have over received 14700 boxes or 735000 sf that I need to either adjust or return.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. I cannot “undo” the receipt because part of the line is invoiced. To summarize: I cannot search for the PO as an open purchase order so I cannot invoice the remaining qty. Only 15000 sf (or 300 boxes ) are invoiced. The entire 15000 boxes were received according to the inventory/item ledger entry (however on the PO level there appeared to be only 15000 sf when it was reopened to post the purchase invoice) We received 15000 boxes in NAV but only physically received 15000 sf. The original qty was 15000 boxes which translate to 750000 sf. That is why the purchase order is now archived. The purchase order reflected the 15000 in the SF UOM and was invoiced/posted as PPI with the correct qty and dollar amount. Even though this appeared corrected, somehow the qty was received in boxes and therefore instead of 15000 sf, we got 750000 sf in inventory. ![]() We believe the purchase order was created in the wrong UOM in boxes instead of SF. ![]()
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