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Affect the Job Planning when using Create Corrective Credit Memo

Sabine Rocha on 3/5/2021 12:37:15 PM
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.
Category: Project Management
STATUS DETAILS
Needs Votes
Ideas Administrator

Business Central Team (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.


Sincerely,
Andrei Panko
PM, Microsoft

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RE: Affect the Job Planning when using Create Corrective Credit Memo

IMANOL MITXELENA RIOSECO on 1/17/2023 2:40:52 PM

When using Cancel or Correct options, the system do create a planning job line related to the credit memo, so, if using "Create Corrective Credit Memo" option, a planning job line should to be created. If not, it is not correct.

Category: Project Management

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RE: Affect the Job Planning when using Create Corrective Credit Memo

Jonathan Lam on 6/9/2022 3:59:46 AM

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