pagePurchasing & Payablesofficial - Microsoftderived - from the source, no model text

Page 52 "Purchase Credit Memo"

Base Application · Microsoft.Purchases.Document

Across versions

  1. BC23present
  2. BC241 events added
  3. BC251 procedures removed, 1 events added
  4. BC26-30unchanged

Neighbourhood 35 connected objects and pages

Table 38 "Purchase Header" (relates to)Purchase HeaderPage 9309 "Purchase Credit Memos" (pages and codeunits on it)Purchase Credit MemosPage extension 20249 "Purchase Credit Memo Ext" (extended by)Purchase Credit Memo ExtPage extension 4885 "EU3 Purch. Cr. Memo" (extended by)EU3 Purch. Cr. MemoPage extension 5025 "SD Purch. Cr. Memo" (extended by)SD Purch. Cr. MemoPage extension 6138 "E-Doc. Purchase Credit Memo" (extended by)E-Doc. Purchase Credit MemoCodeunit 1508 "Notification Lifecycle Handler" (event subscribers, 2 links)Notification Lifecycle HandlerCodeunit 170 "Standard Codes Mgt." (event subscribers, 2 links)Standard Codes Mgt.Codeunit 9070 "Document Errors Mgt." (event subscribers, 2 links)Codeunit 1330 "Instruction Mgt." (calls, 5 links)Instruction Mgt.Codeunit 1535 "Approvals Mgmt." (calls, 3 links)Approvals Mgmt.Codeunit 1313 "Correct Posted Purch. Invoice" (calls, 2 links)Correct Posted Purch. InvoiceCodeunit 9070 "Document Errors Mgt." (calls, 2 links)Codeunit 1320 "Lines Instruction Mgt." (calls)Lines Instruction Mgt.Codeunit 1400 "DocumentNoVisibility" (calls)Codeunit 1543 "Workflow Webhook Management" (calls)Workflow Webhook ManagementCodeunit 1563 "Privacy Notice" (calls)Privacy NoticeCodeunit 1630 "Office Management" (calls)Codeunit 1637 "Office Document Handler" (calls)Codeunit 365 "Format Address" (calls)Codeunit 457 "Environment Information" (calls)Codeunit 5530 "Calc. Item Availability" (calls)Codeunit 57 "Document Totals" (calls)Codeunit 5700 "User Setup Management" (calls)Codeunit 6400 "Flow Service Management" (calls)Codeunit 6620 "Copy Document Mgt." (calls)Codeunit 799 "VAT Reporting Date Mgt" (calls)Codeunit 99000834 "Purch. Line-Reserve" (calls)Page 140 "Posted Purchase Credit Memo" (calls)Table 23 "Vendor" (calls)Correct prepayments (Learn pages)EU third-party purchase transactions (Learn pages)Invoice prepayments (Learn pages)Record sustainability entries (Learn pages)Use non-deductible VAT (Learn pages)

Open in the neighbourhood explorer

One hop out, from the extracted relations and call graph. Up to 40 shown; the sections below list them all.

Base Application · Microsoft.Purchases.Document · BC23-30 · source at ea08af5e · facts from BC29

Properties

Property Value
Caption Purchase Credit Memo
SourceTable Purchase Header
PageType Document

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group Control Shows ToolTip
General No. No. Specifies the number of the involved entry or record, according to the specified number series.
Vendor No. Buy-from Vendor No. Specifies the number of the vendor who delivers the products.
Vendor Name Buy-from Vendor Name Specifies the name of the vendor who delivers the products.
Vendor Name 2 Buy-from Vendor Name 2 Specifies an additional part of the name of the vendor that you’re buying from. from the table field
Posting Description Posting Description Specifies additional posting information for the document. After you post the document, the description can add detail to vendor and customer ledger entries. from the table field
Buy-from Address Buy-from Address Specifies the address of the vendor who ships the items. from the table field
Address 2 Buy-from Address 2 Specifies additional address information. from the table field
City Buy-from City Specifies the city of the vendor on the purchase document. from the table field
Control88 Buy-from County Buy-from County Specifies the state, province or county as a part of the address.
Buy-from Post Code Buy-from Post Code Specifies the postal code.
Country/Region Buy-from Country/Region Code Specifies the country or region of the vendor on the purchase document.
Contact No. Buy-from Contact No. Specifies the number of your contact at the vendor. from the table field
Phone No. BuyFromContact."Phone No." Specifies the telephone number of the vendor contact person.
Mobile Phone No. BuyFromContact."Mobile Phone No." Specifies the mobile telephone number of the vendor contact person.
Email BuyFromContact."E-Mail" Specifies the email address of the vendor contact person.
General Contact Buy-from Contact Specifies the name of the person to contact about shipment of the item from this vendor.
Posting Date Posting Date Specifies the date when the posting of the purchase document will be recorded. from the table field
VAT Reporting Date VAT Reporting Date Specifies the date used to include entries on VAT reports in a VAT period. This is either the date that the document was created or posted, depending on your setting on the General Ledger Setup page. from the table field
Document Date Document Date Specifies the date when the related document was created. from the table field
Due Date Due Date Specifies when the invoice is due. The program calculates the date using the Payment Terms Code and Document Date fields.
Expected Receipt Date Expected Receipt Date Specifies the date you expect to receive the items on the purchase document.
Vendor Authorization No. Vendor Authorization No. Specifies the identification number of a compensation agreement.
Incoming Document Entry No. Incoming Document Entry No. Specifies the number of the incoming document that this purchase document is created for. from the table field
Vendor Cr. Memo No. Vendor Cr. Memo No. Specifies the document number of the original document you received from the vendor. You can require the document number for posting, or let it be optional. By default, it’s required, so that this document references the original. Making document numbers optional removes a step from the posting proc… from the table field
Spend Request No. Spend Request No. Specifies the spend request that this purchase document relates to.
Purchaser Code Purchaser Code Specifies which purchaser is assigned to the vendor. from the table field
Campaign No. Campaign No. Specifies the campaign number the document is linked to. from the table field
Responsibility Center Responsibility Center Specifies the code of the responsibility center, such as a distribution hub, that is associated with the involved user, company, customer, or vendor. from the table field
Assigned User ID Assigned User ID Specifies the ID of the user who is responsible for the document. from the table field
Job Queue Status Job Queue Status Specifies the status of a job queue entry that handles the posting of purchase credit memos.
Status Status Specifies whether the record is open, is waiting to be approved, has been invoiced for prepayment, or has been released to the next stage of processing.
Language Code Language Code Specifies the language to be used on printouts for this document. from the table field
Format Region Format Region Specifies the format to be used on printouts for this document. from the table field
DocAmount Doc. Amount Incl. VAT Specifies the total amount (including VAT) of the purchase invoice or credit memo as specified in the external document. When this value comes from an e-document service, it’s value can’t be changed. from the table field
DocAmountVAT Doc. Amount VAT Specifies the VAT amount of the purchase invoice or credit memo as specified in the external document. When this values comes from an e-document service, it’s value can’t be changed. from the table field
Content PurchLines part Page 98 “Purch. Cr. Memo Subform” —
Credit Memo Details Currency Code Currency Code Specifies the currency code for amounts on the purchase lines.
Prices Including VAT Prices Including VAT Specifies if the Unit Price and Line Amount fields on document lines should be shown with or without VAT. from the table field
VAT Bus. Posting Group VAT Bus. Posting Group Specifies the VAT specification of the involved customer or vendor to link transactions made for this record with the appropriate general ledger account according to the VAT posting setup. from the table field
Vendor Posting Group Vendor Posting Group Specifies the vendor’s market type to link business transactions to. from the table field
Payment Terms Code Payment Terms Code Specifies a formula that calculates the payment due date, payment discount date, and payment discount amount. from the table field
Payment Method Code Payment Method Code Specifies how to make payment, such as with bank transfer, cash, or check. from the table field
Reason Code Reason Code Specifies the reason code, a supplementary source code that enables you to trace the document. from the table field
Shortcut Dimension 1 Code Shortcut Dimension 1 Code Specifies the code for Shortcut Dimension 1, which is one of two global dimension codes that you set up in the General Ledger Setup window. from the table field
Shortcut Dimension 2 Code Shortcut Dimension 2 Code Specifies the code for Shortcut Dimension 2, which is one of two global dimension codes that you set up in the General Ledger Setup window. from the table field
Payment Discount % Payment Discount % Specifies the payment discount percent granted if payment is made on or before the date in the Pmt. Discount Date field. from the table field
Pmt. Discount Date Pmt. Discount Date Specifies the date on which the amount in the entry must be paid for a payment discount to be granted. from the table field
Journal Templ. Name Journal Templ. Name Specifies the name of the journal template in which the purchase header is to be posted. from the table field
Tax Liable Tax Liable Specifies if the customer or vendor is liable for sales tax.
Tax Area Code Tax Area Code Specifies the tax area that is used to calculate and post sales tax.
Location Code Location Code Specifies the code for the location from where the items are shipped. When you select the vendor and the vendor has a location assigned, the value is taken from the Vendor card. If the vendor has no location, but a Responsibility Center is populated, the location code is taken from the Responsibilit…
Correction Correction Specifies the entry as a corrective entry. You can use the field if you need to post a corrective entry to a vendor account. If you place a check mark in this field when posting a corrective entry, the system will post a negative debit instead of a credit or a negative credit instead of a debit. Cor… from the table field
Control71 Ship-to ShipToOptions Specifies the address that the products on the purchase document are shipped to. Default (Company Address): The same as the company address specified in the Company Information window. Location: One of the company’s location addresses. Custom Address: Any ship-to address that you specify in the fiel…
Control69 Order Address Code Order Address Code Specifies the order address of the related vendor. from the table field
Ship-to Name Ship-to Name Specifies the name of the company at the address to which you want the items in the purchase order to be shipped.
Name 2 Ship-to Name 2 Specifies an additional part of the name for the order address of the vendor.
Address Ship-to Address Specifies the address that you want the items in the purchase order to be shipped to. from the table field
Address 2 Ship-to Address 2 Specifies additional address information. from the table field
City Ship-to City Specifies the city of the vendor on the purchase document. from the table field
Control86 Ship-to County Ship-to County Specifies the state, province or county as a part of the address.
Ship-to Post Code Ship-to Post Code Specifies the postal code.
Country/Region Ship-to Country/Region Code Specifies the vendor’s country/region.
Phone No. Ship-to Phone No. Specifies the telephone number of the company’s shipping address. from the table field
Contact Ship-to Contact Specifies the name of a contact person for the address where the items in the purchase order should be shipped.
Pay-to Name Pay-to Name Specifies the vendor who is sending the invoice.
Name 2 Pay-to Name 2 Specifies an additional part of the name of the vendor who you receive the invoice or credit memo from. from the table field
Address Pay-to Address Specifies the address of the vendor sending the invoice. from the table field
Address 2 Pay-to Address 2 Specifies additional address information. from the table field
City Pay-to City Specifies the city of the vendor on the purchase document. from the table field
Control84 Pay-to County Pay-to County Specifies the state, province or county as a part of the address.
Pay-to Post Code Pay-to Post Code Specifies the postal code.
Country/Region Pay-to Country/Region Code Specifies the country or region of the vendor on the purchase document.
Contact No. Pay-to Contact No. Specifies the number of the contact who sends the invoice. from the table field
Phone No. PayToContact."Phone No." Specifies the telephone number of the vendor contact person.
Mobile Phone No. PayToContact."Mobile Phone No." Specifies the mobile telephone number of the vendor contact person.
Email PayToContact."E-Mail" Specifies the email address of the vendor contact person.
Contact Pay-to Contact Specifies the name of the person to contact about an invoice from this vendor. from the table field
Foreign Trade Transaction Specification Transaction Specification Specifies a specification of the document’s transaction, for the purpose of reporting to INTRASTAT. from the table field
Transaction Type Transaction Type Specifies the type of transaction that the document represents, for the purpose of reporting to INTRASTAT. from the table field
Transport Method Transport Method Specifies the transport method, for the purpose of reporting to INTRASTAT. from the table field
Entry Point Entry Point Specifies the code of the port of entry where the items pass into your country/region, for reporting to Intrastat. from the table field
Area Area Specifies the destination country or region for the purpose of Intrastat reporting. from the table field
Application Applies-to Doc. Type Applies-to Doc. Type Specifies the type of the posted document that this document or journal line will be applied to when you post, for example to register payment. from the table field
Applies-to Doc. No. Applies-to Doc. No. Specifies the number of the posted document that this document or journal line will be applied to when you post, for example to register payment. from the table field
Applies-to ID Applies-to ID Specifies the ID of entries that will be applied to when you choose the Apply Entries action. from the table field
FactBoxes Document Check part Page 9118 “Purch. Doc. Check Factbox” —
Documents part Page 1178 “Doc. Attachment List Factbox” —
Control15 part Page 9103 “Pending Approval FactBox” —
ApprovalFactBox part Page 9092 “Approval FactBox” —
Control1901138007 part Page 9093 “Vendor Details FactBox” —
Control1904651607 part Page 9094 “Vendor Statistics FactBox” —
Control1903435607 part Page 9095 “Vendor Hist. Buy-from FactBox” —
Control1906949207 part Page 9096 “Vendor Hist. Pay-to FactBox” —
IncomingDocAttachFactBox part Page 193 “Incoming Doc. Attach. FactBox” —
Control5 part Page 9100 “Purchase Line FactBox” —
WorkflowStatus part Page 1528 “Workflow Status FactBox” —

Actions

Group Action ToolTip Runs
Credit Memo Statistics View statistical information, such as the value of posted entries, for the record. Page 161 “Purchase Statistics”
Vendor View or edit detailed information about the vendor on the purchase document. Page 26 “Vendor Card”
Vendor Statistics View statistical information, such as the value of posted entries, for the buy-from vendor on the purchase document. Page 152 “Vendor Statistics”
Dimensions View or edit dimensions, such as area, project, or department, that you can assign to sales and purchase documents to distribute costs and analyze transaction history.
Approvals View a list of the records that are waiting to be approved. For example, you can see who requested the record to be approved, when it was sent, and when it is due to be approved.
Comments View or add comments for the record. Page 66 “Purch. Comment Sheet”
Attachments Add a file as an attachment. You can attach images as well as documents.
Approval Approve Approve the requested changes.
Reject Reject the approval request.
Delegate Delegate the approval to a substitute approver.
Comments View or add comments for the record.
Release Release Release the document to the next stage of processing. You must reopen the document before you can make changes to it.
Reopen Reopen the document to change it after it has been approved. Approved documents have the Released status and must be opened before they can be changed.
Functions Get Std. Vend. Purchase Codes View a list of the standard purchase lines that have been assigned to the vendor to be used for recurring purchases.
Calculate Invoice Discount Calculate the invoice discount for the entire document.
Apply Entries Apply open entries for the relevant account type.
Get Posted Document Lines to Reverse Copy one or more posted purchase document lines in order to reverse the original order.
Get Return Shipment Lines Select a posted return shipment for the item that you want to assign the item charge to, for example, if you received an invoice for the item charge after you posted the original return shipment.
Copy Document Copy document lines and header information from another purchase document to this document. You can copy a posted purchase invoice into a new purchase invoice to quickly create a similar document.
Move Negative Lines Prepare to create a replacement purchase order in a purchase return process.
Incoming Document View Incoming Document View any incoming document records and file attachments that exist for the entry or document.
Select Incoming Document Select an incoming document record and file attachment that you want to link to the entry or document.
Create Incoming Document from File Create an incoming document record by selecting a file to attach, and then link the incoming document record to the entry or document.
Remove Incoming Document Remove any incoming document records and file attachments.
Request Approval Send Approval Request Request approval of the document.
Cancel Approval Request Cancel the approval request.
Power Automate Create approval flow Create a new flow in Power Automate from a list of relevant flow templates.
Posting Post Finalize the document or journal by posting the amounts and quantities to the related accounts in your company books.
Preview Posting Review the different types of entries that will be created when you post the document or journal.
Test Report View a test report so that you can find and correct any errors before you perform the actual posting of the journal or document.
Post and Print Finalize and print the document or journal. The values and quantities are posted to the related accounts.
Post and New Post the purchase document and create a new, empty one.
Remove From Job Queue Remove the scheduled processing of this record from the job queue.

Events published

  • OnAfterOnAfterGetRecord(var PurchaseHeader: Record "Purchase Header") (integration)
  • OnPostDocumentOnBeforePurchaseHeaderInsert(var PurchaseHeader: Record "Purchase Header") (integration)
  • OnBeforeValidateShipToOptions(var PurchaseHeader: Record "Purchase Header"; ShipToOptions: Option) (integration)
  • OnAfterValidateShipToOptions(var PurchaseHeader: Record "Purchase Header"; ShipToOptions: Option) (integration)
  • OnPostDocumentBeforeNavigateAfterPosting(var PurchaseHeader: Record "Purchase Header"; var PostingCodeunitID: Integer; var Navigate: Enum "Navigate After Posting"; DocumentIsPosted: Boolean; var IsHandled: Boolean) (integration)
  • OnQueryClosePageOnAfterCalcShowConfirmCloseUnposted(var PurchaseHeader: Record "Purchase Header"; var ShowConfirmCloseUnposted: Boolean) (integration)
  • OnBeforeCurrencyCodeOnAssistEdit(var PurchaseHeader: Record "Purchase Header"; xPurchaseHeader: Record "Purchase Header"; var IsHandled: Boolean) + BC24 (integration)
  • OnPostDocumentOnAfterCalcDocumentIsScheduledForPosting(var PurchaseHeader: Record "Purchase Header"; var DocumentIsScheduledForPosting: Boolean; var DocumentIsPosted: Boolean) + BC25 (integration)

Trigger event subscribers

Procedures

  • CallPostDocument(PostingCodeunitID: Integer; Navigate: Enum "Navigate After Posting")
  • RunBackgroundCheck()
  • SetPostingGroupEditable()

Plus 15 local procedures.

Triggers

OnAfterGetCurrRecord, OnAfterGetRecord, OnDeleteRecord, OnInit, OnNewRecord, OnInsertRecord, OnOpenPage, OnQueryClosePage

Relations

Pages and codeunits on this table

Extended by

Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.

Called by

Recent changes

Countries that replace it

IT

Documented on Microsoft Learn

Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Purchase Credit Memo"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.

Evidence 6 sources