Sales Credit Memo creation on Microsoft Dynamics Nav Business Central

Dear Friends,

Today we will learn how to create a sales credit memo. This document is used to reverse a sales invoice.

Step 1:

To create a sale credit memo go on the following path:

Step 2:

Click on the button New and fill the information.

Enter the Customer number.

Step 3:

Click on the button Copy Document.

Step 4:

Fill in the information.

Enter the document type Posted invoice and choose the document no that is the posted invoice you wish to reverse.

Click on OK

Step 5:

Click on the button Post.

Step 6:

Click on OK to close

Sales Invoice creation on Microsoft Dynamics Nav Business Central

Dear Friends,

In this tutorial, we will learn how to create a sale invoice. It is normally a document used to sell  goods or services to a customer.

Step 1:

To create a sale invoice go on the following menu:

Main Menu --> Department --> Financial Management --> Receivables --> Sales Invoices.

Step 2:

Click on the button New and fill the information.

General
Customer No	Enter the customer number
Customer Name	Customer name will appear automatically
Address	Address will display automatically
Address 2	Address will display automatically
City	City will display automatically
Post Codes	Post codes will display automatically
Country / Region Code	Region Code will display automatically
Contact No	Contact number will display automatically
Contact	Name of the contact will display automatically
Posting Date	Enter the posting date
Due Date	The due date will calculate automatically
External Document No	Enter an extra relevant number
Posting Description	Enter a posting description
Status	It will show the status of the sale invoice
Lines
Type	Enter the type
No	Enter the Type No
Description	The name of the type will appear automatically
Description 2	Enter a description
Location Code	Enter any Location Code
Quantity	Enter the quantity
Unit of Measure	Enter the unit of measure
Unit Price Excl VAT	Enter the unit price excluding vat
Line Amount Excl Vat	Quantity * Unit price
Line Discount %	Enter a discount percentage if there is
Line Discount Amount	Enter discount amount if there is
Allow Invoice Discount	If check, the discount amount will be applied
VAT Prod Posting Group	Enter the VAT Prod Posting Group
Gen. Prod Posting Group	Enter the Prod Posting Group
Line No.	Line number will display automatically

Invoice Details
Currency Code	If the invoice is foreign enter the foreign currency
Location code	Enter location Code
Price Include Vat	If you want to put price including vat then check this field
Shipping and Billing
Ship-to	If you want to ship the good to another location
Contact	If the another location has a contact person, it will appear here
Bill-to	If you want to bill another customer

Step 3:

Click on POST to validate transaction.

Click on OK to close.