Applying posted credit memos to posted invoices in Microsoft Dynamics 365 Business Central

-
Applying posted credit memos to posted invoices isn't a hard task to complete in Microsoft Dynamics 365 Business Central. The example I use below is for a vendor credit, but the same process applies to customers. 

Version: US Business Central 20.0
  1. Open up the vendors list.
  2. Search for vendor that you'd like to apply the credit memo to an invoice for. 
  3. Click on Balance field to open up Vendor Ledger Entries window. This will show all the 'open' documents on the vendor ledger.



  4. Select the line for the Credit Memo that you want to apply to a posted invoice.



  5. Click Process > Apply Entries



  6. Within the Edit - Apply Vendor Entries window select the line(s) that you'd like the credit memo applied to. 



  7. Click Process > Set Applies-to ID



  8. This will put the users name into the Applies-to ID field on the line selected.



  9. To post the application select Process > Post Application.





    Written by: Kristen Hosman, Microsoft MVP



Comments

aplikasi invoice said…
thank for sharing this! it's really helpful
March 29, 2023 at 7:36 PM
Shades of Grey said…
Super helpful! Thank you!!
November 14, 2023 at 5:55 PM
Anonymous said…
Thank you. I tested this procedure in the test realm 1st before doing it in the live version and it worked beautifully.
November 15, 2023 at 1:41 PM
julyjack12 said…
This post was incredibly helpful, thank you for sharing
patient invoices and self pay collections

November 7, 2024 at 9:57 PM
Post a Comment

Popular posts from this blog

Dimension Corrections in Microsoft Dynamics 365 Business Central

-
Image
If you've ever coded something to the wrong dimension and noticed after posting don't just assume a journal entry is the only way to fix it. Microsoft has included a Dimension Corrections tool within Business Central and it's pretty easy to use. Let's walk through the process of updating a posted entries dimension where the user forgot to add the dimensions in this case. Same process would apply if you needed to change a posted dimension as well. Within the General Ledger Entries page, select the line for the entry that needs to be corrected, then click on Entry > Correct Dimensions.  Within the Draft Dimension Correction window go ahead and update the description if needed and mark Update Analyses Views if you're using those.  Next section Dimension Correction Changes go ahead and add the updates. In my case my entry is missing two dimensions so I'm going to add each of those in there. Since my dimensions were missing the Dimension Value Code field is blank,...
Read more

Add field to page: all fields (Preview) Dynamics 365 Business Central v23

-
Image
Add field to page Have you ever needed to add a field to a page, and you couldn't without a developer? There was once a time where not all fields in the table were available to be placed on a page without a developer or using the Design tool.  Microsoft has fixed this inconvenience and in version 23 the feature "add existing table fields to optimize your pages" will be in preview. Learn more about this addition to Business Central here:  Add existing table fields to optimize your pages | Microsoft Learn Prior to this feature this is what the system displayed. Version 23 showing the new feature. What does this mean? You can now, without a developer add a field within a table to the page.  How does it work? It's really simple actually.  Navigate to the Profiles (Roles) list and choose Customize Pages from the Action Bar.  When the new browser tab loads, navigate to the page within Business Central that you'd like to add a field to. Expand the customization banne...
Read more