#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

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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

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Step: 4 Click Issue Credit Note

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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

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Apply Credit Note:

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

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

In this example I have chosen Settle balance with cash

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Step 3: Enter the credit note Number

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

Go to Retail > Inquires > Credit Memo

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You will notice that applied check box is now marked.

About the author

Manisha, an Associate Business Analyst, is a cheerful personality ready to tackle any challenge thrown her way. A CIMA finalist, her areas of interest range from Finance to Retail and she is interested in creating a fine name for herself in the field of consultancy for Microsoft Dynamics AX. Other than working, her passions include exploring new places, reading, travelling and spending time watching movies.

COMMENTS (2)
Reply

I have configured all the setups as mentioned above by you and also I checked RTS, it is also working fine. but when i am trying to issue a credit note system is giving me an error as below :- “tender Information is unavailable. Check the program’s tender type”.

Please suggest what setup i am missing.

regards,
rv

    Reply

    please check your HQ setups
    Did you attach method of payment “credit memo”? and please also check your tender declaration setups

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