Credit note button disabled

Dynamics 365 for Finance and Operations/AX User Forum
1

Hii all,

Here is an issue.

After doing an invoice in Purchase order, the credit note button is becoming disabled. It is remaining enabled till the received status.

As per the concept i got, i guess the credit note button should remain enabled even after Invoice. I am using AX 2012.

Please help in resolving this issue. And correct me if i have went wrong anywhere. Thanks in advance.

Thanks and regards,

Parashar Banerjee.

2

The credit not button will be disabled for partial/fully invoiced purchase orders, which is by design.

You should have a new purchase and use the credit note button, which make no difference

3

HI Kranti,

Thanks for your reply.

But in Ax 2009, I found that it is enebled even after the Invoiced.

Regards,

Parashar Banerjee.

4

The design has been changed in AX 2012, here it won’t happen

5

Ohhhh… ok ok…

Now got it…

Thanks a lot for ur reply…

Thanks and Regards,

Parashar Banerjee.

6

I am also unable to understand that why credit note button gets disabled after invoice posting though it is required to reverse the posted invoice?

I think the functionality should be continued as it was in 2009.

7

If you want to create a credit note for a vendor, create a new purchase order for that vendor and then click on the credit note button, select the invoice you want to credit and the lines of the original purchase order are added to your new purchase order with inverted quantities. In this way you can credit a previously invoiced purchase order.

Hope this helps

8

But if you propose this to client we cannot justify that for reversing the invoice of a purchase order, we have to create another purchase order. The question is not about what is the process now and how to use it, the qustion is what should be the correct process and how it should be done.