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Posted Sales Credit Memo

Use this page to review the details of a posted credit memo.

For a full description and more information on this page, see the Microsoft Dynamics 365 Business Central documentation .

View Contract Number

Credit memos can be posted from the SBS ARCB Billing Schedule Order/Invoice Creator or the Sales Credit Memo pages. For a line item, you can view the ARCB schedule number and the billing schedule start and end dates.

Any user-defined fields that are specified on the SBS ARCB Billing Schedule Setup page appear in the header and lines section for the invoice.

To view the billing schedule contracts for the line item, select SBS Options > Contracts and review the dialog window that appears.

Create a Credit Memo

To create a credit memo, follow these steps: 

  1. From the Sales Credit Memos list, select New to create a credit memo.
  2. In the Sales Credit Memo page, select the customer.
  3. In the Home tab, select Prepare > Get Posted Document Lines to Reverse.
  4. In the Posted Sales Document Lines page, select a line, and select OK.
  5. Back on the Sales Credit Memo page, the Lines area is updated with the selected item.
  6. If the item has a deferral schedule attached to it, select SBS Options > Advanced Deferral to open the SBS ARED Transaction (Sales Credit Memo) page and review the details of the deferral schedule.
  7. After you finish review the deferral schedule details, close the page and return to the Sales Credit Memo page.
  8. Post the credit memo.

When Use Acc. Amortization for Deferred COGS is Yes on the SBS ARED Advanced Revenue & Expense Deferrals Setup, and the credit memo is posted, the COGS, discount, and sales accounts are replaced with the deferral revenue, discount, and COGS accumulated amortization accounts. Also, the deferral schedules for the revenue, discount, and COGS amounts are created.

For credit memos created from a billing schedule, the deferral schedule is attached to the billing schedule. The deferral schedule information is transferred to the credit memo. Upon posting the credit memo, a deferral schedule for the credit memo is created.

Fields

This page contains the following actions: 

Field Description
Header
User Defined Fields

Only the user-defined fields that are specified on the SBS ARCB Billing Schedule Setup page appear. If you do not see the user-defined fields, select Show More in the heading of the FastTab.

The user-defined fields for billing schedules are independent and unrelated to the user-defined fields for deferral schedules.

Lines
User Defined Fields

Only the user-defined fields that are specified on the SBS ARCB Billing Schedule Setup page appear.

The user-defined fields for billing schedules are independent and unrelated to the user-defined fields for deferral schedules.

Actions

This page contains the following actions: 

Action Description
Lines - SBS Options
Advanced Deferral

Opens the Schedule (Posted Sales Credit Memo) page, where you review the information for a deferral schedule.

For billing of materials (BOM) items, a list of parent and child items for which deferral schedules have been created appears. Select the item you want to view and select Advanced Deferral to view the deferral information for the item.

Contract Information

Opens a dialog list where you can review the billing schedule contract information for the selected line item.