Vendor Refunds in NAV or D365 are essentially comprised of two transactions. One is the initial Credit Memo which causes a credit balance in NAV and the second is the actual refund received from the Vendor. Your company might have a credit memo already on file from a previous product return or over-payment. Separately, a Vendor might send you a check for funds that you were not expecting such as a Marketing promotion or other reasons. If the money is not for an existing credit balance in AP, you must create a Credit Memo first. For exact steps, please follow the Video:

CBR Technology is a Microsoft Partner in California. For Technical Support or to assist you with a Microsoft Dynamics NAV or D365 Implementation, please feel free to contact us at Tel. (714) 901-5740 or visit our website CBR Technology.

Posted by:CBR Technology Corp. - Christoph Riechert

Dynamics 365 Business Central, Dynamics NAV, and QuickBooks Enterprise certified Solution Provider specializing in the deployment and implementation of these ERP, CRM and eCommerce solutions for the distribution/wholesale and manufacturing industries.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s