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(DNK) Create and post a credit note for a sales order for a public sector customer

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the Create credit note and Posting invoice forms to create and post a credit note for a sales order and to generate the credit note as an .xml file. The .xml file is then converted to the Offentlig Information Online Universal Business Language (OIOUBL) format. You can generate electronic credit notes for customers for whom you have specified a European Article Numbering (EAN) number in the EAN field and selected the eInvoice check box in the Customers form.

  1. Click Sales and marketing > Common > Sales orders > All sales orders.

  2. Select a sales order line that has been created and invoiced for the customer who the EAN number is specified for.

  3. On the Action Pane, click the Sell tab, and then click Credit note.

  4. In the Create credit note form, select the Select all check box to select all the transactions in the sales order to create credit notes for, or in the lower pane, select the Mark check box to select a specific transaction in the sales order.

  5. Click OK. The details of the selected transaction are updated with the negative amount in the Sales order form.

  6. On the Action Pane, click the Invoice tab, and then click Invoice.

  7. In the Posting invoice form, select the Posting and Print invoice check boxes.

  8. Click Printer setup > Invoice.

  9. In the Print destination settings form, select the required print options for the invoice, and then click OK.

  10. In the Posting invoice form, click OK to post the sales order invoice and generate the .xml file. The .xml file is converted to the OIOUBL format.

  11. Close the forms.

When the batch job for the electronic sales invoices is processed, invoices for customers who have an EAN number assigned are generated as .xml files, and are then converted to the OIOUBL format. The resulting OIOUBL files are created in the shared folder that is specified for the EInvoiceFileTransform_OIOUBL batch job task for the sales order batch job.

See also

(DNK) Set up batch processing for OIOUBL electronic invoicing

Sales posting (form)

Sales posting (form)