1. In the Search box, enter CR/Adj Notes, and then choose the related link.

2. On the Home tab, in the New group, choose New. Create a new CR/Adj Note.

3. Fill the lines with the posted sales entries that you want to correct.

   You can fill the lines automatically with the following functions:

   • Use the Copy Document batch job to copy an existing document to the CR/Adj Note. It can be either a posted document or a document that is not yet posted.
     This function only reverses cost exactly when exact cost reversing is required in the Sales & Receivables Setup window. For more information, see the How to: Assign Exact Cost Reversing in Sales.
     
   • Use the Get Posted Document Lines to Reverse function to copy one or more posted document lines from one or more posted documents to the new CR/Adj Note document.
     This function always exactly reverses the costs from the posted document line, regardless of whether exact cost reversing is required in the Sales & Receivables Setup window.
     

   When you use either of these functions, a link is created to the original item ledger entries in the Appl.-from Item Entry field to ensure that the costs are copied from the original posted document. If the line has item tracking, the Appl.-from Item Entry field is filled in on the item tracking line or lines instead of on the document line.

4. Post the CR/adj note.

Tasks

Reference

Concepts