You can send a customer a credit memo with a price reduction if the customer has received slightly damaged items or received the items late.
You can post this reduced price as an item charge in a credit memo or a return order and assign it to the posted shipment.
The following procedure describes how to post a sales allowance from a sales credit memo. You can also follow the same procedure to post a sales allowance from a sales return order.
To create a sales allowance
In the Search box, enter Credit Memos, and then choose the related link.
On the Home tab, in the New group, choose New.
Fill in the credit memo header with relevant information about the customer that you want to give the sales allowance to.
On the Lines FastTab, in the Type field, select Charge (Item).
In the No. field, select the appropriate item charge value.
You may want to create a special item charge number to cover sales allowances.
In the Quantity field, enter 1.
In the Unit Price field, enter the amount of the sales allowance.
Assign the sales allowance as an item charge to the items in the posted shipment. For more information, see How to: Assign Item Charges to Sales Documents. When you have assigned the allowance, return to the credit memo window.
To post a sales allowance
In the Sales Credit Memo window, on the Actions tab, in the Posting group, choose Post.
If you want to print the credit memo at the same time as you post, choose Post and Print instead.
Choose the Yes button, or if you are posting a return order, select Receive and Invoice, and then choose the OK button.
 Tip |
|---|
For more information about how to work with fields and columns, see Working with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search. |