...

To batch print credit memos, see Batch printing invoices and credit memos.

Anchor
servicemanagement_automatically__8937 servicemanagement_automatically__8937

Automatically creating credit memos

Service Management automatically creates a credit memo when a service invoice with a negative total is saved.
Invoices become negative when a returned inventory item is posted through Sales Order Processing, when a credit memo or return is posted in Payable Management, when adding negative costs using the "+" button, when adding an inventory adjustment with a positive quantity, and when creating a negative payroll transaction through TimeTrack. See Entering inventory transactions using SOP, Entering manually added transactionsManually Added Transactions, and in the TimeTrack User Manual.

...

1. Choose Cards > Service Management > Service Manager.
2. Select a customer and choose the History indicator.
3. Double-click a call and choose Invoice.
4. Choose a "+" button.
5. Complete the Added Costs window. Be sure to enter a negative amount in the Billing Amount field.
6. Choose Save to save the added costs or choose Post to post the added costs.

7. In the Service Invoice window, choose Save. If the total is negative, upon saving the service invoice, the credit memo is created. If you post the service invoice, the credit memo is created and posted. 

   Note
   If the negative amount is more than the invoice total, a message will display that says "Negative costs have been added. You can either create a credit memo or allow the negative amount on an invoice. Choose More Info for steps to proceed." You have the option to change the invoice to a credit memo or you can keep the negative amount on the invoice.

   
   

8. After the negative service invoice is saved, choose the Invoice button in the Service Call window. The Service Credit Memo window opens. If you need to add costs to the service call after the credit memo is created, delete the credit memo. Notice the negative transaction remains with the service invoice. You can then add costs to the service invoice, either from the Service Invoice window or from the Microsoft Dynamics GP modules, and save. If the new invoice total is negative, a credit memo is created. If the invoice total is positive, a service invoice is created.
9. Save or post the credit memo. To batch print credit memos, see Batch printing invoices and credit memos.

Negative amount is more than the invoice total

...