Select for credit note (form)

Article
10/15/2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Project management and accounting > Common > Project invoices > Project invoice journals. In the Invoice journals form, select the invoice for which you want to create a credit note. On the menu bar, click Functions, and then click Select for credit note.

This option is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

–or–

Click Project management and accounting > Common > Project invoices > Project invoices. On the Project invoices list page, select the invoice for which you want to create a credit note. On the Action Pane, in the Functions group, click Select for credit note.

This option is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Use this form to choose transactions that you want to reverse or to credit back to the customer on a selected invoice. In Microsoft Dynamics AX, transactions can be reversed by including them in credit notes. You can reverse the total invoice amount or select individual transactions to reverse.

Tasks that use this form

Credit invoiced amounts in projects

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
Transaction tabs	Depending on the types of transactions that are included in the invoice, the following tabs may be included in the Select for credit note form: Hour Expenses Item Fee Subscription On-account

Transaction tabs

Depending on the types of transactions that are included in the invoice, the following tabs may be included in the Select for credit note form:

Hour
Expenses
Item
Fee
Subscription
On-account

Buttons

Button	Description
Select hours	Select all transactions on the Hour tab.
Deselect hours	Clear all selected transactions on the Hour tab.
Select expenses	Select all transactions on the Expenses tab.
Deselect expenses	Clear all selected transactions on the Expenses tab.
Select items	Select all transactions on the Item tab.
Deselect items	Clear all selected transactions on the Item tab.
Select fees	Select all transactions on the Fee tab.
Deselect fees	Clear all selected transactions on the Fee tab.
Select on-account	Select all transactions on the On-account tab.
Deselect on-account	Clear all selected transactions on the On-account tab.
Select all	Select all transactions that are on all tabs.
Deselect all	Clear the selections for all transactions that are on all tabs.

Fields

Field	Description
Select	Select this check box to select the current line.
Project date	The project transaction date.
Invoice	The project invoice number.
Project ID	The project identifier.
Category	The invoice category.
Activity number	The identification number of the activity.
Worker	The worker who is attached to the transaction.
Item number	The item number that is attached to the transaction.
Service subscription	The service subscription for the transaction.
Hours	The hours of the transaction.
Start date	The starting date of the transaction.
End date	The ending date of the transaction.
Quantity	The quantity of the transaction.
Sales currency	The sales currency of the transaction.
Sales price	The total sales price of the transaction.
Unit price	The unit price for items attached to the transaction.
Line amount	The line amount of the transaction.
Transaction ID	The transaction identifier.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).