Microsoft Dynamics 365 Business Central: Vendor credits/purchase credit memos
To help best manage your accounts payable, here are some things to know about the vendor credit/purchase credit memo workflow between Cashflow360 and Microsoft Dynamics 365 Business Central (MSDBC).
Vendor credit/purchase credit memo
- Unapplied vendor credits in Cashflow360 will sync to MSDBC as unposted purchase credit memos.
- Unposted purchase credit memos in MSDBC will sync to Cashflow360 as unapplied vendor credits.
- Posting purchase credit memos in MSDBC won't sync to Cashflow360. Applying vendor credits in Cashflow360 won't sync to MSDBC. You need to apply and post in both sides manually.
- If you edit a vendor credit in Cashflow360, the update won't sync to MSDBC if the purchase credit memo is posted.
- Only GL account and item on purchase credit memos in MSDBC sync to vendor credits in Cashflow360.
- If you use a percentage discount on a line item on a purchase credit memo in MSDBC, the percentage won't sync to Cashflow360, but the total discount amount will, as a separate line item.
- Purchase credit memos with item charges, taxes, and discounts will only sync 1-way from MSDBC to Cashflow360.
- Percentages, tax codes, areas, items, and jurisdictions won't sync, only the total tax or discount amount syncs as a separate line item.
- Purchase credit memo deletions in Cashflow360 won't sync to MSDBC if the memo is posted.
- Credit application doesn't sync, apply manually in both sides
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