(RUS) Post and print a reverse transaction for a purchase order credit note

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

You can post a purchase order credit note transaction as a reverse transaction by selecting the Credit correction check box in the Posting invoice and Posting packing slip forms. As a result, the warehouse operation is marked as Storno in the Transactions form, and a credit transaction is created for the vendor transaction. The reversed vendor transaction can be posted as a correction transaction in the General ledger.

Note

This topic has not been fully updated for Microsoft Dynamics AX 2012 R2.

  1. Click Accounts payable > Setup > Accounts payable parameters.

  2. On the Updates area, select the Credit note as correction check box to post the vendor credit note transaction as a reverse transaction.

    Note

    When you select this check box, the Credit correction check box is selected by default in the Posting packing slip and Posting invoice forms.

  3. Press CTRL+S or close the form.

  4. Click Accounts payable > Common > Purchase orders > All purchase orders.

  5. Press CTRL+N to create a purchase order, and enter the required information.

    Note

    For more information, see "Create a purchase order" in the Applications and Business Processes Help.

  6. Click Posting > Invoice to open the Posting invoice form.

  7. In the Invoice field, enter the invoice number.

  8. Click OK to post the invoice.

    Note

    For more information, see "Purchase posting (form)" in the Applications and Business Processes Help.

  9. In the Purchase order form, click Purchase order line > Credit note to open the Create credit note form.

  10. On the Invoice tab, select the Select All check box to select the transactions for the credit note.

  11. Click OK to return to the Purchase order form.

  12. Click Posting > Invoice.

    Note

    The Credit correction check box is selected by default in the Posting invoice form, on the Other tab.

  13. In the Invoice field, enter the invoice number.

  14. Click OK to post the invoice. You can view the purchase order transaction in the Transactions form. The Storno check box will be selected on the Overview tab.

    Note

    For more information, see "Inventory voucher transactions (form)" in the Applications and Business Processes Help.

  15. In the Purchase order form, click Inquiries > Invoice to open the Invoice journal form for the selected purchase order.

  16. Select the journal line to print.

  17. Click Preview/Print to print the report.

    Note

    For more information, see "Invoice journal (form)" in the Applications and Business Processes Help.