Situation: On the system I have an open vendor i nvoice of 1000, and I have an open vendor credit note (same vendor, does not apply to the invoice) of 200. Of the open invoice I get 4% payment discount if paid within 10 days. How can I apply the credit note to the payment so that the remaining amount of the invoice is as follows: Invoice: 1000 ./. 4% 40 ./. Cr.Note:200 --------------- open 760 In Navision as I can see (3.10 UK) it does not regard the credit note as a payment and so when I apply it to the invoice it does not take the payment discount off. Suggestions?
Hi Markus, Firstly the logic of using the “Payment Discount” on a “Credit Note” is not correct. Why would the vendor give a payment discount if his goods are returned back to him? If he were to do it then we could end up making a lot of money just by buying and returning the goods 
Having said that, if one would still need to adjust the discount for a credit note, the workaround would be to post only 160 as paid and the balance directly posted to the “Discount Account” in the GL.
Hi Rohith, thanks for your reply. The logic is there, since the credit note given relates to an old invoice (where payment discount was taken off or not) due to a return shipment of faulty(!) goods. So now there happens to be a new invoice (new shipment) which obviously is entitled to payment discount. And I have only to pay what is left on the vendor account (invoice-pmnt.discount-credit note).
quote:
Originally posted by mschenk
Situation: On the system I have an open vendor i nvoice of 1000, and I have an open vendor credit note (same vendor, does not apply to the invoice) of 200. Of the open invoice I get 4% payment discount if paid within 10 days. How can I apply the credit note to the payment so that the remaining amount of the invoice is as follows: Invoice: 1000 ./. 4% 40 ./. Cr.Note:200 --------------- open 760 In Navision as I can see (3.10 UK) it does not regard the credit note as a payment and so when I apply it to the invoice it does not take the payment discount off. Suggestions?
[quote]
Originally posted by mschenk
Situation: On the system I have an open vendor i nvoice of 1000, and I have an open vendor credit note (same vendor, does not apply to the invoice) of 200. Of the open invoice I get 4% payment discount if paid within 10 days. How can I apply the credit note to the payment so that the remaining amount of the invoice is as follows: Invoice: 1000 ./. 4% 40 ./. Cr.Note:200 --------------- open 760 In Navision as I can see (3.10 UK) it does not regard the credit note as a payment and so when I apply it to the invoice it does not take the payment discount off. Suggestions? Marcus, I don’t believe what you want to do is possible. The payment discount is not given un-less the invoice is completely paid. I.e Invoice 1000, payment or credit 200 would leave a balance of 800 with 40 available as a payment discount. A credit note is treated as a payment for the purposes of payment discount. The fact that it’s a credit is not the problem, it’s a part payment that is the issue.
As I understand you just want to apply the creditmemo to the invoice. This I believe can be done using the “Post Application” function placed in the “Apply Vendor Entries” under the “Vendor Ledger Entries”. Normally however you would apply the creditmemom with the original invoice. This is done using the “Copy Lines” function when creating the creditmemo.