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 payable> Setup> Parametersto open the Accounts payable parametersform.

2. Click the Number sequencestab.

3. In the Number sequence codefield, select the number sequence code for Corrective credit note voucher.

4. Close the Accounts payable parametersform.

5. Click Accounts payable> Common Forms> Purchase Order Detailsto open the Purchase orderform.

6. Press CTRL+N to create a purchase order.

   Note
   For more information, see "Create a purchase order" in the Applications and Business Processes Help.

7. Click Posting> Invoiceto open the Posting invoiceform.

8. Click OKto post the invoice.

9. In the Purchase orderform, click Functions> Create credit noteto open the Create credit noteform.

10. In the lower pane of the form, click the Invoicetab, and then select the Markcheck box to select the line to be copied to the new order.

11. Click OKto create the credit note.

12. In the Purchase orderform, click Posting> Invoiceto open the Posting invoiceform.

13. On the Additionaltab, select the Corrective documentcheck box.

14. In the Invoicefield, select the number of the corrected invoice.

15. In the Invoice datefield, select the date to be displayed on the corrected invoice.

    Note
    The invoice number of the correction document is updated automatically.

16. Click OKto post the credit note invoice.

17. Click Accounts payable> Inquiries> Journals> Invoiceto view the posted credit note invoice.

    Note
    The Corrective documentcheck box will be activated for the posted invoice.

18. Click Update factureto open the Update factureform.

19. In the upper pane of the form, in the Facturefield, enter the facture number.

20. In the Date of the registrationfield, select the facture registration date.

21. In the Facture datefield, select the facture creation date.

    Note
    This date is the same as the facture registration date. The field can be modified only when you select the Same ascheck box.

22. Under the Correctionfield group, in the Facturefield, select the number of the corrected facture.

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

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

25. In the lower pane of the form, on the Invoicetab, select the To facturecheck box to specify the corrected invoice for which the facture will be created.

    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.

26. Click Posting> Updateto update the facture.

    Note
    To view the corrected facture reference, click Accounts payable> Inquiries> Journals> Factureor Accounts payable> Inquiries> Journals> Invoice> Facture. The reference to the corrected facture is displayed in the Correctionfield group on the Generaltab (upper pane).