A service CR/Adj Note document is typically used when a customer returns an item, but it can also be used to give a customer some compensation or to correct an erroneous invoice.
To create a 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 who received the service.
On the Invoicing FastTab, you can see the information that was 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.
On the General FastTab, in the Posting Date and Document Date fields, enter a date. These fields are filled in with the system work date automatically. If this date is not suitable, you can change it.
On the CR/adj note lines, enter information about the items that have been returned or removed, or the compensation that will be given to the customer.
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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. |