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In order to be compliant with statutory requirements in many countries, a rebate credit memo has to be treated like any other invoice.  Continuous number sequences, government approvals, taxes, and other regulations come into play.  There is also the need to produce a document to send to the customer or keep on file, like any other  credit memo.  D365 (and AX) instead put the rebate credit directly on the customer's AR account so there is no invoice number assigned and no chance to produce a printable/email-able output document.  This is not compliant with many localization standards and should be fixed.  It also makes AR management more difficult because the when the customer takes a deduction, they have no document number to reference to assist in matching things up.

STATUS DETAILS
Needs Votes
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft

Comments

L

I had a similar requirement on one of my projects as well, where the client wanted to send printed document (Credit Note) to the customer against which invoices he is getting the rebate. Proposed and developed a custom report with rebate information.

Category: Sales and marketing

L

Hi Lynn,

You are totally right, this is not compliant with the statutory requirement in Denmark. There need to be some documentation on, which shows the rebate for government approvals and taxes and for other regulations.

We need a chance to produce a printable output document - Where need to be a business document that can handle this.

Best Regards
Ahmad El Abbassi

Category: Sales and marketing