D365 Finance & Operations and Dynamics AX Forum

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Credit Note Applications

  • 1.  Credit Note Applications

    Posted Nov 20, 2019 05:31 PM
    Our AX is set up that our credit notes are automatically applied to the original invoice.  Is it possible to turn this off and allow it to be done manually?


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    Anne-Marie Diduck
    BGE Indoor Air Quality Solutions
    Edmonton AB
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Credit Note Applications

    SILVER CONTRIBUTOR
    Posted Nov 21, 2019 10:42 AM
    Hello,

    In Accounts Receivable Parameters > Settlement > Automatic Settlement
    is Automatic Settlement checked?

    If it is checked you can try unchecking it, but this mean your AR team will have to manually settle all of the payments to the invoices and credit notes.

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    Barclay Hershey
    Financial Analyst
    Sugar Creek Packing Co
    Cincinnati OH
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Credit Note Applications

    Posted Nov 22, 2019 03:56 AM
    [quote]
    Our AX is set up that our credit notes are automatically applied to the original invoice. Is it possible to turn this off and allow it to be done manually?
    url cost of bookkeeping services for small business your books on time.

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    Anne-Marie Diduck
    BGE Indoor Air Quality Solutions
    Edmonton AB
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    [/quote]


    how did you solve the issue?

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    Rotto Betto
    Your Books On Time
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    Academy - Online Interactive Learning from Experts


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