(MEX) Create and post credit notes for a sales order and a project sales order as electronic invoices [AX 2012]

已更新:April 27, 2011

应用于: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the 创建贷方通知单 and 过帐发票 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 销售过帐(窗体).

  1. 单击 销售和市场营销 >常用 >销售订单 >所有销售订单

    –or–

    单击 项目管理与核算 >常用 >项目 >所有项目

    注意注意

    You must select a project in the 项目 form, and then click 管理 > 物料任务 > 销售订单 to create a project sales order.

  2. Double-click a sales order that has the 状态 field as 已开票.

  3. In the 销售订单 form, click 销售 > 贷方通知单.

  4. In the 创建贷方通知单 form, select the 全选 check box to create a credit note for all the transactions in the sales order.

    注意注意

    Select the 标记 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 销售订单行 FastTab in the 销售订单 form.

  6. Click 发票 > 发票.

  7. In the 过帐发票 form, select the 打印发票 check box to print the credit note after it is posted.

  8. Select the 发送电子邮件 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.

    注意注意

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

  10. Close the forms.


公告: 若要查看已知问题和最近的补丁,请使用 Microsoft Dynamics Lifecycle Services (LCS) 中的 问题搜索

社区附加资源

添加
显示: