Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Alan Hyde]

When we create a credit memo to reverse a regular sales invoice, we use the Copy Document function.  However, the Service module does not have this function for reversing Service sales invoice.  So there is the extra work of manually entering the line items to be credited  Also, the AvaTax sales tax program apparently credits the sales return to the address of the sell-to customer, rather than the ship-to location of the original invoice.  I’d like to hear of others’ experiences with Service sales credits.

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Alan Hyde
Controller
National Azon
Troy MI
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[Amanda Mayer]

,

You are correct there does not seem to be a direct correlation. Are you creating the Service Invoices from a Service Contract? There is functionality within the contract to create Credit Memos.

On a side note, is there any particular reason you are using the Copy Document function instead of the Get Posted ?Document Lines to Reverse for Sales Credit Memos. The second option provides more functionality to ensure you are not “over-returning” an item from a previous order, as well as linking the return to the original order.

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Amanda Mayer
NAVUG All Star
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[Michael Heatherly]

That is a serious flaw of Navision, not just service invoices and not just related to Avalara.

Navision has never grasped the idea of the reversal of the original economic transaction through a credit memo.

In processing credit memos across the board, Navision  as a default treats the Customer Shipping address as origin and the Navision  warehouse as destination.

Early on we found sales shipped as a Tax Exempt Interstate sales to a Texas Ship to address credited  Illinois
sales tax when the credit was processed. On a credit memo, in all cases, you have to manually override the origin address to be the  address you originally shipped to on the original sales transaction.

It is very sad that Native Navision has never fixed this flaw.

They should make changes that track with US Wholesale ?Distribution practices, for companies that operate in  a multi-state environment.

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Michael Heatherly
controller
Lesman Instrument Company
BENSENVILLE IL
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[Ron Ketterling]

This is fixed in BC16.

Sent from my T-Mobile 4G LTE Device

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[Greg Enns]

We ran into this same issue when we started exploring the Service module. We ended up creating our own code to handle the “Copy Document” functionality. And we had the same issue with tax–but with Wolters Kluwer (SureTax). Again, we used custom code to force SureTax to use the appropriate address for Tax Calculation on the Service CM.
Can you elaborate a little bit about what changed in BC16? ??

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Greg Enns
ERP Coordinator
Technical Prospects
Appleton WI
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[Ron Ketterling]

I created an invoice to a customer in a different state than mine.  I did a correcting credit memo.  That took the sales tax and sale out of the other state, not mine.  I then did a sales credit memo and got the same results – the sale and sales tax came out of the other state, not mine.

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Ron Ketterling
President
Business Automation Specialists of MN, Inc.
Minneapolis MN
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