Posts tagged with: Supply Chain

#TipADay: Credit Note Functionality On POS in Dynamics AX 2012

Here is little tip how Credit note functionality works on Microsoft Dynamics Ax 2012 POS

Following are the few steps required to apply credit note in AX 2012

Step 1: Go to Retail > Setups > Payment Method

CN -1

Step 2: Create method of payment for Credit note and associate appropriate Posting account in it

Issue Create Note

Step 3: Now go to POS Select Return transaction

CN-2

Step: 4 Click Issue Credit Note

C-3

Credit Note will be issued and transaction will be done

Step 5: Now we can check if credit note has been issued or not

Go to Retail > Inquires > Credit Memo

new 1

Apply Credit Note:

Step 1: Enter Sales Transaction and then Select the payment option; that is pay with Credit Note

C-5

Step 2: Select settle balance with cash or settle with new transactions

In this example I have chosen Settle balance with cash

CN-6

 

Step 3: Enter the credit note Number

CN-7

Step 4: Now we can check if Credit note has been applied or not

Go to Retail > Inquires > Credit Memo

new 2

You will notice that applied check box is now marked.