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

[Michael Connolly]

Greetings,

We often process credit memos from vendors for various reasons, like over payments, mistakes, etc. When a payment is made, the funds are applied to a particular PO, which reduces the remaining PO subtotal amount by the amount of the payment. How can those funds be returned to the PO and increase the remaining PO subtotal amount by the amount of the credit memo?

Thank you!

Mike Connolly

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Mike Connolly
ERP Admin
MPS Group, Inc.
Farmington Hills, MI
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[Beat Bucher]

Hi Mike,
Have you tried to “void” the credit memo ? or unapply it ? 

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Beat Bucher
Business Analyst, Dynamics GP SME
Montreal QC/Canada
@GP_Beat http://www.gp-geek.com
Montreal QC GPUG Chapter Leader
MBS MVP (2015-2018)

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[Michael Connolly]

Hi Beat,

I very much appreciate your reply! I agree with your suggestion that by voiding or unapplying the credit memo, those funds will be returned back to the remaining PO subtotal amount. What we’re hoping to accomplish is to process the credit memo using the PO number and have those credited funds added back to the PO balance. Currently when we process a credit memo using the PO number it further reduces the PO balance remaining, which seems like the opposite result of what the intended purpose of the credit memo would be.

Thanks again!

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Mike Connolly
ERP Admin
MPS Group, Inc.
Farmington Hills, MI
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