Open the Posted Purchase Credit Memo window.
This topic applies to Microsoft Dynamics NAV C5 Denmark.
Specifies a posted purchase credit memo.
If you want to return items to your vendor or cancel services that you have purchased, then you can create and post a purchase credit memo that specifies the requested change with regard to the original purchase invoice. You can use the Copy Document function to fill the purchase credit memo with the correct purchase invoice information.
Typically, you create a purchase credit memo in reaction to a credit memo sent to you by a vendor. The purchase credit memo functions as your internal documentation of the credit memo process for accounting purposes.
The change may relate to all the products on the original purchase invoice or only to some of the products. Accordingly, you can partially return received items or demand partial reimbursement of received services. In that case, you must edit the copied purchase invoice information.
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If a posted purchase invoice has not yet been paid, then you can use the Correct or Cancel functions on the posted purchase invoice to automatically reverse the involved transactions. These functions only work for unpaid invoices, and they do not support partial returns or cancellations. |
Related Tasks
The following table shows tasks that are related to the Posted Purchase Credit Memo window, with links to the topics that describe them.
To | See |
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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. | |
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. |
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 |
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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 sales invoice to automatically create a credit memo and either cancel the sales invoice or recreate it so you can make corrections. | |
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. | |
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. |
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