This is what happens in the video
A sales credit memo in Microsoft Dynamics 365 Business Central lets you credit a customer for returned goods. This guide shows you how to create a sales credit memo, copy the original sales order to apply it correctly, adjust the quantity to match the returned items, post the credit memo, and refund the customer.
The fastest way to fill in a credit memo is to use the Copy Document function. It populates the lines with the original order information, so you only adjust the quantities and delete the lines you are not crediting.
After posting, you can print the posted sales credit memo to screen and send it to the customer. If the customer has already paid, you finish by registering a payment so they receive their refund.
When to use a sales credit memo
Imagine you have sold a customer a number of bikes, and the customer wants to return two of them because the quality is not good enough. You agree to accept the return. In that situation, you create a sales credit memo to credit the customer for the two returned bikes.
Creating a new sales credit memo
Start from the search window and look for sales credit memos. From there, create a new sales credit memo for the relevant customer.
Copying the original sales order to apply the credit correctly
Instead of typing in the lines manually, you can copy the original sales order to get the right information and apply the credit correctly. Go to Actions, then Functions, and select Copy Document. This lets you use the original order as the basis for the credit memo.
Select the existing sales order and press OK. Business Central populates the lines with the information from that sales order.
Adjusting the lines and quantities
Once the lines are filled in, delete the lines you are not going to credit. Then adjust the quantity on the remaining lines to match what is actually being returned. In this example, you change the quantity from 25 pieces to 2.
If you agree to credit the same price as on the original order, you do not need to change anything else.
Posting the sales credit memo
With the lines and quantities set, you can post the sales credit memo directly. After posting, open the posted sales credit memo. You can print it to the screen to see how it looks and send it to the customer.
Refunding the customer
The final step is to register a payment to the customer so they get their refund, provided they have already paid for the goods.
Q&A
How do I create a sales credit memo in Business Central?
Search for sales credit memos in the search window, create a new one for the relevant customer, and either fill in the lines manually or copy the original sales order using the Copy Document function.
How do I copy the original sales order into a credit memo?
Go to Actions, then Functions, and select Copy Document. Choose the existing sales order and press OK. The lines are populated with the information from that order.
How do I credit only some of the items on an order?
After copying the original order, delete the lines you are not crediting and adjust the quantity on the remaining lines to match the number of returned items.
What do I do after posting the sales credit memo?
Open the posted sales credit memo, print it to the screen to review it, and send it to the customer. If the customer has already paid, register a payment so they receive their refund.