Open the Sales Credit Memo window.
This topic applies to Microsoft Dynamics NAV C5 Denmark.
Specifies a sales credit memo that is not yet posted.
If your customer wants to return items or cancel services that you have sold to the customer, then you must create and post a sales credit memo that specifies the requested change with regard to the original sales invoice. You can use the Copy Document function to fill the sales credit memo with the correct sales invoice information. The change may relate to all the products on the original sales invoice or only to some of the products. Accordingly, the customer may partially return delivered items or demand partial reimbursement of delivered services. In that case, you must edit the copied sales invoice information.
Note |
---|
If a posted sales invoice has not yet been paid, then you can use the Correct or Cancel functions on the posted sales invoice to automatically reverse the involved transactions. These functions only work for unpaid invoices, and they do not support partial returns or cancellations. For more information, see How to: Correct or Cancel Unpaid Sales Invoices. |
Related Tasks
The following table shows tasks that are related to the Sales Credit Memo window, with links to the topics that describe them.
To | See |
---|---|
Create a sales credit memo to revert a specific posted sales invoice to reflect which products the customer returns and which payment amount you will refund. | |
Perform an action on an unpaid posted sales invoice to automatically create a credit memo and either cancel the sales invoice or recreate it so you can make corrections. |
Other Tasks
The following table shows other tasks that you can perform with Microsoft Dynamics C5 2014, with links to the topics that describe them.
To | See |
---|---|
Create a sales quote where you offer products on negotiable terms before converting the quote to a sales invoice. | |
Create a sales invoice to record your agreement with a customer to sell products on certain delivery and payment terms. | |
Create a purchase invoice to record your agreement with a vendor to purchase products on certain delivery and payment terms. | |
Create a purchase invoice for all or selected lines on a sales invoice. | |
Perform an action on an unpaid posted purchase invoice to automatically create a credit memo and either cancel the purchase invoice or recreate it so you can make corrections. | |
Create a purchase credit memo to revert a specific posted purchase invoice to reflect which products you are returning to the vendor and which payment amount you will collect. | |
Create a customer card for each customer that you sell to. | |
Create a vendor card for each vendor that you purchase from. | |
Create an item card for each inventory item or service that you trade in. | |
Increase or decrease an item’s inventory quantity, for example after a physical count or as a simple way to record purchase receipts. |
Tip |
---|
For more information about how to navigate in the user interface, see Work with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search. |