(DNK) Create and post a credit note for a sales order for a public sector customer [AX 2012]

已更新:November 14, 2012

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 and to generate the credit note as an .xml file. The .xml file is then converted to the Offentlig Information Online Universal Business Language (OIOUBL) format. You can generate electronic credit notes for customers for whom you have specified a European Article Numbering (EAN) number in the EAN field and selected the 电子发票 check box in the 客户 form.

  1. 单击 销售和市场营销 >常用 >销售订单 >所有销售订单

  2. Select a sales order line that has been created and invoiced for the customer who the EAN number is specified for.

  3. On the Action Pane, click the 销售 tab, and then click 贷方通知单.

  4. In the 创建贷方通知单 form, select the 全选 check box to select all the transactions in the sales order to create credit notes for, or in the lower pane, select the 标记 check box to select 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 form.

  6. On the Action Pane, click the 发票 tab, and then click 发票.

  7. In the 过帐发票 form, select the 过帐 and 打印发票 check boxes.

  8. Click 打印机设置 > 发票.

  9. In the 打印目标设置 form, select the required print options for the invoice, and then click OK.

  10. In the 过帐发票 form, click OK to post the sales order invoice and generate the .xml file. The .xml file is converted to the OIOUBL format.

  11. Close the forms.

When the batch job for the electronic sales invoices is processed, invoices for customers who have an EAN number assigned are generated as .xml files, and are then converted to the OIOUBL format. The resulting OIOUBL files are created in the shared folder that is specified for the EInvoiceFileTransform_OIOUBL batch job task for the sales order batch job.

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