Sales Correction Reasons
When creating a sales credit memo, first you have to set up a sales correction reason if you use the sales correction wizard for this purpose. The Polish Localization app provides the system sales correction reasons feature including: System (Cancel) and System (Quantity) that enable you to use the standard Correct, Cancel and Create Credit Memo features for the posted sales invoice. It is necessary to set up system correction reasons to use these functions. For more information on the sales correction wizard. For more information, see Sales Correction Wizard.
Setting up Sales Correction Reasons
To set up a sales correction reason:
- Choose , enter Sales Correction Reasons, and then select a related link.
- In the first empty line on the Sales Correction Reasons page, define the reason for correction by filling in the following fields as required:
Field | Description |
---|---|
Code | Enter a unique code to specify the reason for sales correction. |
Description | Enter a description for the sales correction reason specified by the code you have entered. |
Correction Type | In the drop-down list in this field, select an option that corresponds to the previously defined code. The following options are available: - Quantity – Specifies that only the quantity can be changed. - Unit Price - Specifies that only the unit price can be changed. - Discount - Specifies that only the line discount can be changed. - VAT Rate – Specifies that only the VAT rate in the VAT Prod. Posting Group field can be changed. - Quantity and Value – Specifies that the quantity, discount and unit price can be changed. - Cancel – When selected, the sales invoice is cancelled to ensure that the net change is proper in ledgers. This option is used to correct sales invoices that were issued by mistake or the ones that have not been delivered to the customer yet. With the Cancel option selected, the data on the credit memo is an exact reversal of a sales invoice data. The system checks if the sales credit memo date is the same as the date on the corrected sales invoice. - System (Cancel) - Specifies a default correction type that is used with the standard Business Central features such as Correct or Cancel on a posted sales invoice. - System (Quantity) – Specifies a default correction type that is used with the standard Business Central features such as Correct or Cancel on a posted sales invoice. |
Item Charge Code | In the drop-down list, in this field select an item charge code you have already defined and which is to be used to post the sales correction. This field is required for the following correction types: Unit Price, Quantity and Value, Discount. |
Creating System Sales Correction Reasons
To create system sales correction reasons:
- Choose , enter Assisted Setup, and then select a related link.
- On the Assisted Setup page, select Set up Sales Correction Reasons
- Fill in the Code and Description fields for a system sales correction of the Quantity type, and then select Next.
- Fill in the Code and Description fields for a system sales correction of the Cancel type, and then select Next.
- Select Finish.
Note
It is not possible to delete system correction reasons; you can only edit the Code and Description fields for a selected sales correction reason.