When using the "Create Corrective Credit Memo" on a job posted sales invoice, the job planning should be affected in the same way as posting a sales invoice: Invoiced Qty and Invoiced Amount should be updated on the corresponding job planning lines.
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Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Andrei Panko
PM, Microsoft



Agreed, as currently in a job when you create a credit memo it wont reflect on the job. It requires us to now have to create a new line item in the planning lines (-ve) to be able to raise a credit note.

If a Cr note is tried to be raised from an invoice it does not reflect back. Creates more manual work for the teams and more noise within the planning lines.

Category: Project Management