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Credit for pricing mistakes

  • 1.  Credit for pricing mistakes

    Posted Dec 11, 2018 02:22 PM
    Edited by Justin Cooper Dec 11, 2018 02:33 PM
    Hi Everyone,
    We are currently reviewing our process for issues credits based on issues related to incorrect pricing. I am curious to know what the "Standard" process would be in D365 to do something like this, such as a credit memo. A scenario would be if we over charged a customer and we need to issue, for example, a $5 credit back.

    Does anyone have any input on this?

  • 2.  RE: Credit for pricing mistakes

    Posted Dec 12, 2018 07:19 AM
    Hi Justin,

    It depends on what exact functionality is used in your system. Is the invoiced created from a free-text invoice, sales order invoice or project invoice?

    In this case, you can just create a credit with the difference.
    Sales order: If you want to have the customer/item statistics reporting the correct pricing, you can create a new order where you can set a negative quantity with the wrong invoiced price. A second line will have the positive quantity with the correct price.
    Project invoice: In this case, please indicate the project type and what exactly was invoiced.

    kind regards,

    André Arnaud de Calavon
    Solution Architect, Microsoft MVP - Microsoft Dynamics Business Solutions


  • 3.  RE: Credit for pricing mistakes

    Posted Dec 12, 2018 11:21 AM
    ​Wholesale business or retail? Dealing with credit cards would add different considerations - but in the wholesale world:
    Sales order with line of negative quantity for same item at original price, followed by a positive quantity replacement at the corrected price.
    This keeps cost of goods sold accurate and makes the accountants happy - but is more work...

    Tony Zeigler
    Senior Consultant
    Strategic Solutions NW, LLC
    Beaverton OR


  • 4.  RE: Credit for pricing mistakes

    Posted Dec 12, 2018 11:24 AM

    Maybe you want to try :

    Using Microsoft Dynamics AX: The New Dynamics 'AX 7' 5th ed. 2016 Edition

    It's a good introductory book. The author is releasing a new version for D365 FO in January 2019. I used his book to train first-timers in AX.



    Rabih Charara

    Dynamics AX Consultant





    The contractor and subcontractor shall abide by the requirements of 41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a) and 29 CFR Section Part 471, Appendix A to Subpart A, if applicable. These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, religion, gender, national origin or other protected status. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, gender, national origin, protected veteran status, disability or other protected status.


  • 5.  RE: Credit for pricing mistakes

    Posted Dec 13, 2018 12:40 PM
    Thank you for the suggestion on the book, I will look into that when the D365 version becomes available.

    We are currently following the process of entering a sales order with the negative qty at original price and then another line at the correct price. I guess we were just hoping that there would be an easier/better way to go about it - perhaps using the "credit" option on the sales orders.

    Justin Cooper


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