You can use a contract service CR/Adj Note when a customer cancels a prepaid service contract or removes a service item from a prepaid contract. You can also use it to correct an erroneous service invoice.
To create a contract service CR/Adj Note
In the Search box, enter Service CR/Adj Notes, and then choose the related link.
Create a new service CR/Adj Note.
Fill in the No. field.
In the Customer No. field, enter the number of the customer in the service contract.
On the Invoicing FastTab, you can see information copied from the Customer card. If you want to post the CR/adj note to a different customer than the one specified on the General FastTab, enter the number of that customer in the Bill-to Customer No. field.
Note You can compare the CR/Adj Note to the original posted document in the Posted Service Invoices window. In the Search box, enter Posted Service Invoices, and then choose the related link. On the General FastTab, in the Posting Date and Document Date fields, enter a date.
On the CR/adj note lines, enter information about the items that have been returned or removed, or the allowance that will be sent. You can also choose to use the Get Prepaid Contract Entries batch job.
To automatically create a CR/Adj Note when contract lines are removed from a service contract, in the Service Contract window, on the Invoice Details FastTab, select the Automatic CR/Adj Notes check box.
To manually create a CR/Adj Note when contract lines are removed from a service contract, in the Service Contract window, on the Actions tab, in the Functions group, choose CR/Adj Note.
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For more information about how to work with fields and columns, see Working with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search. |