Microsoft Idea

Edit in excel on Sales Credit Memos

Tina Bjerring on 2/10/2021 7:38:18 AM

Edit in Excel is possible on sales orders and also in sales invoices, but is it possible to add this feature on sales credit memos as well?
We are not able to create a sales credit memo from a posted sales invoice which gives us extra work to type in the lines manually.

STATUS DETAILS

Completed

Business Central Team (administrator)

Thank you for your feedback. We released this feature as part of the functionality in "Enhancements to Excel integration".

Please refer to the following link for more information: https://docs.microsoft.com/dynamics365-release-plan/2019wave2/dynamics365-business-central/enhancements-excel-integration

However, there are better ways to create credit memo from posted sales invoice:

* Create corrective credit memo action in the posted sales invoice

* Copy document or Get Posted Document Lines to Reverse actions in the sales credit memo

We recommend using these actions as they ensure better handing of cost of sold goods.

Please refer to the following link for more information:

https://docs.microsoft.com/dynamics365/business-central/sales-how-process-sales-returns-cancellations#to-create-a-sales-credit-memo-from-a-posted-sales-invoice

Sincerely,

Andrei Panko

PM, Microsoft