When a credit is due to a customer, you can create a CR/adj note for something that has been previously invoiced on a job.
To create and post a job sales CR/Adj Note
In the Search box, enter Jobs, and then choose the related link.
Select the job that you want. On the Home tab, in the Process group, choose Job Task Lines.
Select the task that you will make a CR/Adj Note for. On the Home tab, in the Process group, choose Job Planning Lines. The Job Planning Lines window opens.
Select the relevant planning lines that you will credit. On the Home tab, in the Process group, choose Create Sales CR/Adj Note to open the Job Transfer to CR/Adj Note batch job request window.
On the Options FastTab fill in the relevant fields. For help about a specific field, see the Help for the batch job. For more information, see Job Transfer to CR/Adj Note.
Choose the OK button to create the CR/Adj Note. To view an unposted CR/Adj Note, select any of the planning lines that are transferred and on the Home tab, in the Process group, choose Sales Invoices/CR/Adj Notes in the Job Planning Lines window.
Post the CR/Adj Note.
To view the posted CR/Adj Note, select any of the planning lines that are invoiced and on the Home tab, in the Process group, choose Sales Invoices/CR/Adj Notes. Select the memo, and in the Process group, choose Open Sales Invoice/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. |