Microsoft Dynamics NAV 2017: Automated reversal of credit notes
Are you familiar with the situation where you write a credit note to the customer, e.g. based on contractually agreed sales figures or specified quantities purchased? You create the credit note, have already posted it and now want to cancel it, e.g. due to an error?
If yes, please Dynamics NAV 2017 now offers the option of canceling posted credit notes at the touch of a button as standard. Dynamics NAV 2017 automatically cancels the credit note and creates a new corresponding invoice. This takes the user back to the point before the credit note was created.
They can now re-enter the credit note and no further action is required. The credit memo is canceled in the same way as the existing options for canceling posted purchase and sales invoices.
The advantages of the automated reversal of credit notes are obvious:
- After the automated reversal, the user returns to the initial screen and can re-enter the credit note.
- The postings in the subledgers generated by the credit entry are automatically reversed, thus ensuring the consistency of the data.
- Manual reversal of receipts is no longer necessary, which reduces the workload.
Have we piqued your interest? Find out more about the new solution from one of our consultants. Get in touch with us.
