In some cases, you must use corrective credit notes and invoices to clarify VAT information and correct various types of errors. In Microsoft Dynamics AX, you can create documents that correct invoices and credit notes for customers. To properly reflect the corrected documents in the sales book at the corrected invoice and factures stage, you must specify references for corrected invoices, factures, and VAT reporting periods.

  1. Click Accounts receivable> Setup> Parametersto open the Accounts receivable parametersform.

  2. Click the Number sequencestab.

  3. In the Number sequence codefield, select the number sequence code for Corrective facture, Corrective sales invoice, Corrective sales credit note, Corrective sales invoice voucher, Corrective sales credit note voucher, Corrective invoice (M-15) (syst. ID), Corrective invoice (M-15), and Corrective bill of ladingin the Referencefield.

  4. Press CTRL+S or close the form.

  5. Click Accounts receivable> Common Forms> Sales Order Detailsto open the Sales orderform.

  6. Press CTRL+N to create a sales order, and enter the required details.

    Note Note

    For more information, see "Create a sales order" and "Sales orders (form)" in the Applications and Business Processes Help.

  7. Click Posting> Invoiceto open the Posting invoiceform.

  8. Click the Additionaltab, and select the Corrective documentcheck box to create a corrective sales order invoice.

  9. In the Invoicefield, select the invoice to be corrected.

    Note Note

    If the corrected document is created using Functions> Create credit note, then the number of the corrective document is updated automatically.

    For more information, see "Creating and using credit notes" and in the Applications and Business Processes Help.

  10. In the Invoice datefield, select the date to be displayed in the corrected invoice.

  11. Click OKto post the invoice.

  12. Click Accounts receivable> Inquiries> Journals> Invoiceto open the Invoice Journaland view the posted invoice.

    Note Note

    The Corrective documentcheck box is activated for the corrected invoice.

  13. Select the corrected sales invoice, and then click Update factureto open the Update factureform.

  14. In the Facturefield, under the Correctionfield group, select the facture number of the corrected facture.

  15. In the Facture datefield, select the date of the corrected facture.

  16. In the Corrected periodfield, select the date of the corrected period.

  17. On the Invoicetab in the lower section of the form, select the To facturecheck box to specify the corrected invoice that the facture is being created for.

    Note Note

    If you do not want to create a facture for a particular corrected invoice line, click the Invoice linestab and clear the To facturecheck box.

  18. Click Posting> Updateto update the corrected facture.

Note Note

The corrected facture is displayed in the Facture journalform, and its reference is shown in the Correctionfield group. After you update the sales book lines, the corrected facture and the information in the Correctionfield group are reflected in the Sales book linesform.

See Also