(EEUR) Create credit note for free text invoice (form)

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

Click Accounts receivable > Common > Free text invoices > All free text invoices. Select a free text invoice, and on the Action Pane, in the Cancel group, click Create credit note.

Use this form to create credit note details for a free text invoice.

Task that uses this form

(EEUR) Cancel a posted free text invoice

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

Fields

Field

Description

Reason code

Select the reason code that indicates why you must correct the invoice.

Reason comment

The comments for the selected reason code. You can also enter additional information about why you must correct the invoice.

Create corrective lines

Select this check box to create a reversal line, as well as a corrective line, when you create the credit note.

Copy exchange rate

Select this check box to copy the exchange rate from the original invoice to the credit note.

Mark

Select this check box to select the invoice or invoice line to create a credit note for.

Customer account

The customer that the sales order was assigned to.

Invoice account

The customer account that will be invoiced to when the credit note is posted.

Invoice

The original invoice number.

Voucher

The voucher number for the sales order.

Date

The date of the invoice.

Invoice amount

The invoice amount.

Currency

The currency that is used for the transaction on the invoice.

Main account

The main account that the invoice amount is posted to.

Sales tax group

The sales tax group that is used to calculate sales tax.

Item sales tax group

The item sales tax group that is used to calculate sales tax.

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