How to Correct Prepayments

You can make a correction to an order after you have posted a prepayment invoice for the order. You can add new lines to an order after issuing a prepayment, and then you can post another prepayment invoice, but you cannot delete a line from an order after a prepayment has been invoiced for the line.

To correct a prepayment

The following procedure shows how to issue a prepayment credit memo to cancel all invoiced prepayments for a sales order.

  1. Choose the Search for Page or Report icon, enter Sales Orders, and then choose the related link.
  2. Open the relevant sales order.
  3. Choose the Prepayment action, and then choose the Post Prepayment Credit Memo action or the Post and Print Prepmt. Cr. Memo action.

  4. In the Sales Credit Memo window, proceed to correct the relevant entries, as for any sales credit memo. For more information, see How to: Process Sales Returns or Cancellations.

    NOTE

    To Reduce the amount in the Line Amount field, you must first increase the prepayment percentage on the line so that the value in the Prepmt. Line Amount field is not decreased below the value in the Prepmt. Amt. Inv. field.

  5. To make a prepayment invoice for any new lines in the sales credit memo, choose the Prepayment action, and then choose the Post Prepayment Invoice action or the Post and Print Prepmt. Invoice action.

  6. To issue an additional prepayment invoice, increase the prepayment amount on one or more lines and post the prepayment invoice. A new invoice will be created for the difference between the prepayment amounts invoiced and the new prepayment amounts.

See Also

Invoicing Prepayments
Walkthrough: Setting Up and Invoicing Sales Prepayments
Finance
Working with Dynamics NAV


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