(EST) Create and post a credit note to reverse a free text invoice [AX 2012]

Updated: November 15, 2012

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

You can use a credit note to reverse a free text invoice that was generated for the sale of a fixed asset. When you create a credit note, you must include each transaction line from the free text invoice.

All credit notes that are created by your organization should include the original invoice number for the transaction.


You can set up a credit invoice layout that is specific to Estonia that includes a field that displays the original invoice number. This number is displayed in the Main invoice no. field on the printed invoice.

  1. Click Accounts receivable > Common > Free text invoices > All free text invoices. Select the free text invoice that you are creating a credit note for, and then, on the Action Pane, in the Cancel group, click Create credit note.

    For more information, see 创建贷方通知单.

  2. In the Reason code field, select the reason for creating the credit note.

  3. Select the Create corrective lines check box to add a reversal line and a corrective line to the credit note for each transaction line in the original free text invoice.

  4. On the Invoice tab, select the Mark check box next to each invoice line that must be added to the credit note.

  5. Click OK to add the selected lines to the invoice and return to the Free text invoice form.

  6. On the Action Pane, click Post.

  7. In the Post free text invoice form, select the Print invoice check box, and then click OK to post and print the credit note.

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