Page 9302 "Sales Credit Memos"

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

Properties

Property	Value
Caption	Sales Credit Memos
SourceTable	Sales Header
PageType	List
UsageCategory	Lists
ApplicationArea	Basic, Suite

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
Control1	No.	No.	Specifies the number of the involved entry or record, according to the specified number series.
	Sell-to Customer No.	Sell-to Customer No.	Specifies the number of the customer.
	Sell-to Customer Name	Sell-to Customer Name	Specifies the name of the customer.
	External Document No.	External Document No.	Specifies a document number that refers to the customer’s or vendor’s numbering system. from the table field
	Sell-to Post Code	Sell-to Post Code	Specifies the postal code of the customer’s main address. from the table field
	Sell-to Country/Region Code	Sell-to Country/Region Code	Specifies the country/region code of the customer’s main address. from the table field
	Sell-to Contact	Sell-to Contact	Specifies the name of the contact person at the customer’s main address. from the table field
	Bill-to Customer No.	Bill-to Customer No.	Specifies the number of the customer that you send or sent the invoice or credit memo to. from the table field
	Bill-to Name	Bill-to Name	Specifies the name of the customer that you send or sent the invoice or credit memo to. from the table field
	Bill-to Post Code	Bill-to Post Code	Specifies the postal code of the customer’s billing address. from the table field
	Bill-to Country/Region Code	Bill-to Country/Region Code	Specifies the country/region code of the customer’s billing address. from the table field
	Bill-to Contact	Bill-to Contact	Specifies the name of the contact person at the customer’s billing address. from the table field
	Ship-to Code	Ship-to Code	Specifies a code for an alternate shipment address if you want to ship to another address than the one that has been entered automatically. This field is also used in case of drop shipment. from the table field
	Ship-to Name	Ship-to Name	Specifies the name of the customer at the address that the items are shipped to. from the table field
	Ship-to Post Code	Ship-to Post Code	Specifies the postal code of the address that the items are shipped to. from the table field
	Ship-to Country/Region Code	Ship-to Country/Region Code	Specifies the country/region code of the address that the items are shipped to. from the table field
	Ship-to Contact	Ship-to Contact	Specifies the name of the contact person at the address that the items are shipped to. from the table field
	Posting Date	Posting Date	Specifies the date when the posting of the sales document will be recorded. 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
	Location Code	Location Code	Specifies the location where the items are to be placed when they are received. This field acts as the default location for new lines. You can update the location code for individual lines as needed.
	Salesperson Code	Salesperson Code	Specifies the name of the sales person who is assigned to the customer.
	Assigned User ID	Assigned User ID	Specifies the ID of the user who is responsible for the document. from the table field
	Currency Code	Currency Code	Specifies the currency of amounts on the sales document. from the table field
	Document Date	Document Date	Specifies the date when the related document was created. from the table field
	Campaign No.	Campaign No.	Specifies the number of the campaign that the document is linked to.
	Status	Status	Specifies whether the document is open, waiting to be approved, has been invoiced for prepayment, or has been released to the next stage of processing. 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
	Due Date	Due Date	Specifies when the sales invoice must be paid. from the table field
	Shipment Date	Shipment Date	Specifies when items on the document are shipped or were shipped. A shipment date is usually calculated from a requested delivery date plus lead time. from the table field
	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
	Job Queue Status	Job Queue Status	Specifies the status of a job queue entry or task that handles the posting of sales credit memos.
	Amount	Amount	Specifies the sum of amounts on all the lines in the document. This will include invoice discounts. from the table field
	Amount Including VAT	Amount Including VAT	Specifies the sum of amounts, including VAT, on all the lines in the document. This will include invoice discounts. 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
FactBoxes	Documents	part Page 1178 “Doc. Attachment List Factbox”	—
	Control1902018507	part Page 9082 “Customer Statistics FactBox”	—
	Control1900316107	part Page 9084 “Customer Details FactBox”	—
	IncomingDocAttachFactBox	part Page 193 “Incoming Doc. Attach. FactBox”	—

Actions

Group	Action	ToolTip	Runs
Cr. Memo	Statistics	View statistical information, such as the value of posted entries, for the record.	Page 160 “Sales Statistics”
	Customer Statistics	View statistical information, such as the value of posted entries, for the sell-to customer on the sales document.	Page 151 “Customer Statistics”
	Comments	View or add comments for the record.	Page 67 “Sales Comment Sheet”
	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.
Credit Memo	Customer	View or edit detailed information about the customer.	Page 21 “Customer Card”
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.
Request Approval	Send Approval Request	Request approval of the document.
	Cancel Approval Request	Cancel the approval request.
Posting	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	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.
	Post and Send	Finalize and prepare to send the document according to the customer’s sending profile, such as attached to an email. The Send document to window opens where you can confirm or select a sending profile.
	Post Batch	Post several documents at once. A report request window opens where you can specify which documents to post.
	Remove From Job Queue	Remove the scheduled processing of this record from the job queue.
Sales Reports	Customer - Top 10 List (Obsolete) obsolete Pending 28.0; #if not CLEAN28	View which customers purchase the most or owe the most in a selected period. Only customers that have either purchases during the period or a balance at the end of the period will be included.	Report 111 “Customer - Top 10 List”
	Customer - Sales List obsolete Pending 28.0; #if not CLEAN28	View customer sales for a period, for example, to report sales activity to customs and tax authorities. You can choose to include only customers with total sales that exceed a minimum amount. You can also specify whether you want the report to show address details for each customer.	Report 119 “Customer - Sales List”
	Sales Statistics obsolete Pending 28.0; #if not CLEAN28	View the customer’s total cost, sale, and profit over time, for example, to analyze earnings trends. The report shows amounts for original and adjusted cost, sales, profit, invoice discount, payment discount, and profit percentage in three adjustable periods.	Report 112 “Sales Statistics”
Finance Reports	Statement	—	Report 153 “Customer Statement”
	Customer - Balance to Date	—	Report 121 “Customer - Balance to Date”
	Customer - Trial Balance	—	Report 129 “Customer - Trial Balance”
	Customer - Detail Trial Bal.	—	Report 104 “Customer - Detail Trial Bal.”
	Customer - Summary Aging	—	Report 105 “Customer - Summary Aging”
	Customer - Detailed Aging	—	Report 106 “Customer Detailed Aging”
	Aged Accounts Receivable (Obsolete) obsolete Pending 28.0; #if not CLEAN28	View an overview of when customer payments are due or overdue, divided into four periods. You must specify the date you want aging calculated from and the length of the period that each column will contain data for.	Report 120 “Aged Accounts Receivable”
	Customer - Payment Receipt	—	Report 211 “Customer - Payment Receipt”

Events published

OnPostDocumentBeforeNavigateAfterPosting(var SalesHeader: Record "Sales Header"; var PostingCodeunitID: Integer; var IsHandled: Boolean) (integration)

Procedures

PostDocument(PostingCodeunitID: Integer) (protected)

Plus 3 local procedures.

Triggers

OnAfterGetCurrRecord, OnAfterGetRecord, OnOpenPage

Relations

card page Page 44 “Sales Credit Memo”
source table Table 36 “Sales Header”

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.

Codeunit 1330 “Instruction Mgt.” (3 calls: ShowPostedConfirmationMessage → ShowConfirm, ShowPostedConfirmationMessage → ShowPostedConfirmationMessageCode, ShowPostedConfirmationMessage → ShowPostedDocument)
Codeunit 1320 “Lines Instruction Mgt.” (2 calls: CheckSalesCheckAllLinesHaveQuantityAssigned → SalesCheckAllLinesHaveQuantityAssigned, PostDocument → SalesCheckAllLinesHaveQuantityAssigned)
Codeunit 1535 “Approvals Mgmt.” (2 calls: SetControlAppearance → CanCancelApprovalForRecord, SetControlAppearance → HasOpenApprovalEntries)
Codeunit 1543 “Workflow Webhook Management” (1 call: SetControlAppearance → GetCanRequestAndCanCancel)
Codeunit 9179 “Application Area Mgmt. Facade” (1 call: PostDocument → IsFoundationEnabled)

Called by

Codeunit 1302 “Customer Mgt.” (1 call: DrillDownOnUnpostedCrMemos → (object))

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: "Sales Credit Memos"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.