Generally speaking, enabling huge text fields in NAV is bad design because it encourages dumping unstructured data into the system. Reason Codes is an example of adding useful, structured data to the system.
But, every once in a while, there’s a legitimate need to write up a large chunk of text. The Notes functionality isn’t bad for that, but try adding that to a Report or a FastTab.
Improve efficiency by learning how to create, assign, and send Finance Charge Memos in Dynamics NAV with this short, instructional video.
NAV gives you the ability to apply Purchase Invoices and Credit Memos together for a Vendor.
It is usual to have possibility to post Credit Memo for any item you sold. You can also make Credit Memo for Fixed Assets you sold. Generally, you can use the same flowchart about using of posting groups, as I published for FA Sales Posting.
The Sales Credit Memo feature is part of Microsoft Dynamics NAV 2009R2’s out-of-the-box functionality and is a feature used by users daily. In this blog, I will explain how to use this convenient feature by demonstrating how to create a Sales Credit Memo.
When should you use a Purchase Return Order or Credit Memo in Microsoft Dynamics NAV? It can be confusing;
• Both end up creating a credit memo,
• Both subtract inventory from stock and create an item ledger entry,
• Both allow you to set the “Applies To Item Entry,” and
• Both allow you to use the “Get Posted Documents to Reverse”
I received a question the other day from a client who said that they received a ‘Standard Cost’ item, and when invoiced, it created Purchase Price Variance. The item was later returned and a Purchase Credit Memo was issued and posted, but the PPV was not reversed.