Sales Correction Wizard
A sales credit memo is issued, if some corrections in the sales invoice must be made. Polish Localization provides the functionality extensions that facilitate creating sales credit memos. These extension features include:
- the wizard that is used to create sales correction lines;
- defining reasons for a sales invoice correction,
- creating Before and After lines that contain information about the sales value before and after the correction.
Setting up 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. For more information, see Sales Correction Reasons.
Note
If it is necessary to change sales correction reasons after sales lines are created, all sales lines and related Before and After lines are deleted.
Creating Sales Credit Memos with the Sales Correction Wizard
To create and issue a sales credit memo by using the sales correction wizard in the Polish Localization app:
- Choose the
icon, enter Sales Credit Memos, and then select a related link. - On the Sales Credit Memos page, select New.
- In the new sales credit memo card, assign a subsequent number to the sales credit memo and select the Sell-to Customer No. field to display a drop-down list. In this list, select a customer for whom sales invoices to be corrected were issued.
- Select the Correction Reason field on the Credit Memo Details FastTab to display a drop-down list and select one of the previously defined correction reasons.
- In the Sales Credit Memo Date Filter field set up a filter to specify the period for sales invoices to be corrected.
- Fill in other header fields in a standard way.
- Select Processing and Lines Creator.
- On the Sales Correction Wizard page, select Get Invoice Lines for Corr..
- The page with sales lines based on sales invoices that were issued with a sales date in a period within a date range defined in the Corr. Inv. Sales Date Filter field for a customer selected in the Sell-to Customer No. field. Select all the sales lines to be corrected and select OK.
- For each sales line to be corrected, the application creates 2 lines in the Sales Correction Wizard window. The first line is of the Before type, the other of the After type.
- In each line of the After type, enter the correction changes that correspond to the option selected in the Correction Reason field.
- In the FactBox, you can see a total value before and a total after the correction and the difference between these values.
- Select the Create Cr. Memo Lines action.
- On the basis of the Before and After lines, the application creates sales credit memo lines.
Caution
Lines that have automatically been created cannot be modified. This prevents inconsistency between the data in sales credit memo and the data in the Before and After lines.
- Post the sales credit memo as usual.
- Print the sales credit memo as usual.
Caution
The sales correction wizard is not compatible with the job functionality. If you correct a sales invoice that was created from a job, do not use the sales correction wizard. It is recommended that the correction can be performed by using the standard functions available in [!INCLUDE Business_Central_md ].
Location in Sales Credit Memo Lines
By default, the sales correction wizard enters the location from the corrected invoice lines to the respective credit memo lines.
However, you can use the location from the sales credit memo header on the lines of the credit memo that you create by using the sales correction wizard.
To replace the location that is used in the corrected invoice lines with the location that is used in the sales credit memo header, select the Use Location Code from Credit Memo Header on the Sales & Receivables Setup.
Credit Memo with no Unchanged After lines
The sales credit memo should contain only the After lines that were modified as a result of the sales invoice correction.
If After lines do not contain any changes due to the sales correction, creating sales credit memo lines for those lines will fail by default.
To exclude unchanged After lines when you create a sales credit memo in the wizard, select Delete Record on the Sales & Receivables Setup page in the Unchanged Sales Corr. Lines.
If you select Delete Record, the sales correction wizard excludes and deletes the unchanged After lines and corresponding Before lines when you create the sales credit memo lines. The sales credit memo should contain only the After lines that were modified as a result of the sales correction.
By default, for After lines that were not modified as a result of a sales correction, the Unchanged Sales Corr. Lines field contains the Error value.