Finance | Project Operations, Human Resources, ...

You cannot apply a credit note which has its own deferral. Trying to terminate a SB with refund

(1) Share

Report

Posted on by CA-13101848-0

We are unable to terminate subscription billing schedules with a refund in Dynamics 365 Finance. When attempting to apply a credit note, we receive the error: 'You cannot apply a credit note which has its own deferral.'

Categories:

Dynamics 365 Finance

image001.jpg

I have the same question (0)

All responses (2)

Answers (0)

Suggested answer

CA Neeraj Kumar 4,244 on at

Like (0)

Report
You cannot apply a credit note which has its own deferral. Trying to terminate a SB with refund

Hi,

Please refer the article: https://learn.microsoft.com/en-us/dynamics365/finance/accounts-receivable/sb-deferrals-schedules?utm_source=chatgpt.com

Extract from the article:

Apply or unapply a credit note

To apply a credit note, follow these steps.

Note

When you create a credit note from the Sales order transaction deferral page and set the Adjust existing schedule option to Yes, the credit note is automatically applied to the schedule when the credit note is posted.

On the All deferral schedules page, select the deferral schedule.

In the Credit adjustments list, select a line, and then select Apply.

On the Apply credit note (deferrals) page, specify the recalculation date in the Recalculation date field and the end date in the End date field.

In the Header list, select the Sales order that has credit notes.

In the Lines list, select the line.

Select OK.

Select Yes.

Note

To apply a credit note to several individual items from different invoices, you must repeat these steps.

To unapply a credit note, follow these steps.

On the All deferral schedules page, select the deferral schedule.

In the Credit adjustments list, select the invoice, and then select Unapply.

Select Yes.

Have you already followed these steps? And getting the error?

If this helped, please mark it as "Verified" for others facing the same issue Keep in mind that it is possible to mark more than one answer as verified

Regards,

Neeraj

Was this reply helpful? Yes No
Martin Dráb 236,285 Most Valuable Professional on at

Like (0)

Report

You cannot apply a credit note which has its own deferral. Trying to terminate a SB with refund

Moved from Integration, Dataverse, and general topics forum to Finance | Project Operations, Human Resources, AX, GP, SL forum.

Was this reply helpful? Yes No

Join the conversation

Community site session details

You cannot apply a credit note which has its own deferral. Trying to terminate a SB with refund

Apply or unapply a credit note

Helpful resources

News and Announcements

Quick Links

Responsible AI policies

Abhilash Warrier – Community Spotlight

Congratulations to the September Top 10 Community Leaders!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Featured topics

Product updates

Community site session details

You cannot apply a credit note which has its own deferral. Trying to terminate a SB with refund

Apply or unapply a credit note

Helpful resources

News and Announcements

Quick Links

Responsible AI policies

Abhilash Warrier – Community Spotlight

Congratulations to the September Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Featured topics

Product updates