Module Description

This module allows you to enhance the fields "payment method" and "operation type" on active and passive credit memos by inheriting it automatically from the customer or vendor's master data and set a default payment condition to be inserted on active and passive credit memos.

Setup

Setup Origins

In the Origins setup, in the “Credit Memo” tab, you need to flag the “Use Payment method and op. type cust/vend on NC” field and fill in the “Payments terms defautl NC” field.

NB: if the “Use Payment method and op. type cust/vend on NC” flag is not active, Business Central standard is applied when creating credit notes: even the payment conditions are not inserted (regardless of whether the code is filled in on the Origins setup or not).

Functionality

Credit memo creation

When users entered Customer or Vendor number in the document, the following fields will be automatically filled in:

• Payment method , with the value present in the master data
• Payment conditions , with the value set on the “Setup Origins”
• Operation type , with the value linked to the VAT Business Reg. Cat. present in the master data

The example above was made on a sales credit memo but the functionality is also mirrored in passive credit memos.

NB: if document template functionality is activated, the values on document template prevail over it.