Unit of Measure Code – This field shows the unit of measure code NAV uses when it determines the unit price. You must always populate this field except on lines in which only the Description field is populated. Even if you later change the item number, this quantity will remain on the line. Quantity – In this field, you enter how many units of the item will be specified on the line. The field will remain blank if the sales header does not contain a location code. NAV automatically retrieves the location code from the sales header. Location – This field indicates the location in the inventory from which the items sold should be taken and where they should be registered. If you chose Item in the Type field, NAV will display the name of an inventory item. If you chose Account (G/L) in the Type field, NAV will display the name of a G/L account. You can enter a maximum of 50 characters, both numbers and letters. If you have defined default dimension values for the number you enter here, NAV will automatically fill out the shortcut dimension fields with these dimension values.ĭescription – If you chose Blank in the Type field, you can enter text here-a message or comment, for example. – In this field, you can enter the number of a G/L account, an item, a resource, an additional cost or a fixed asset, depending on what you selected in the Type field. Charge (Item) – Used to enter an Item Charge.Fixed Asset – Used to enter a Fixed Asset.Blank – Used to enter text, message or comment.Continue completing all the required fields.įigure 1. The Posting Date and the Document Date will default based on the Work Date but can be changed.
Select or enter the “Sell to Customer No.” Most of the information about the customer is copied from the Customer Card when you enter the customer number on the Sales Credit Memo.
There are several tabs available which are outlined below: General Tab To begin, go to Departments >Financial Management >Receivables>Sales Credit Memo General Tab, select “New” and enter or tab off the field, and NAV 2009R2 will generate the No. Instructions for Creating a Sales Credit Memo NOTE: If you would like to read the summary on how to create a Sales Credit Memo, rather than the step-by-step instructions, skip down to the bottom of this blog. In this blog, I will explain how to use this convenient feature by demonstrating how to create a Sales Credit Memo. The Sales Credit Memo feature is part of Microsoft Dynamics NAV 2009R2’s out-of-the-box functionality and is a feature used by users daily.
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