(MEX) Create and post credit notes for a sales order and a project sales order as electronic invoices

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

Use the Create credit note and Posting invoice forms to create and post a credit note for a sales order or a project sales order as an electronic invoice. You can create and post a credit note only for an invoiced sales order. For more information, see Sales posting (form).

1. Click Sales and marketing > Common > Sales orders > All sales orders.

   –or–

   Click Project management and accounting > Common > Projects > All projects.

   Note

   You must select a project in the Projects form, and then click Manage > Item task > Sales order to create a project sales order.

2. Double-click a sales order that has the Status field as Invoiced.

3. In the Sales order form, click Sell > Credit note.

4. In the Create credit note form, select the Select all check box to create a credit note for all the transactions in the sales order.

   Note

   Select the Mark check box to create a credit note for a specific transaction in the sales order.

5. Click OK. The details of the selected transaction are updated with the negative amount in the Sales order lines FastTab in the Sales order form.

6. Click Invoice > Invoice.

7. In the Posting invoice form, select the Print invoice check box to print the credit note after it is posted.

8. Select the Send e-mail check box to send the .pdf and .xml files as email attachments to the customer.

9. Click OK to post the credit note as an electronic invoice. The .pdf and .xml files of the electronic invoice are sent as email attachments to the customer. A copy of the .xml file of the electronic invoice is archived.

   Note

   Click Batch to post the credit note as an electronic invoice by using a batch process.

10. Close the forms.

See also

(MEX) Create and post a sales order and a project sales order as electronic invoices