Comparing Entering Receivables Transactions in Dynamics SL to Dynamics 365 Business Central
Entering accounts receivable invoices and credit memos in Dynamics SL compared with Business Central. Shows the sales invoice and sales credit memo pages, applying a credit memo to an invoice in one entry, and preview posting.
- Introduction and overview
- Entering invoice and credit memo in Dynamics SL
- Applying credit memo to invoice in Dynamics SL
- Entering sales invoice in Business Central
- Entering and applying credit memo in Business Central
Overview
This 4-minute video, published 2024-07-26, walks through entering an accounts receivable invoice and credit memo in Dynamics SL, then applying the credit memo to the invoice as a separate step. It then repeats the process in Business Central for comparison.
In Business Central, the invoice is entered on the sales invoice page, reached from the role center, with a customer selected and lines for items and services on one invoice. The credit memo is entered on the sales credit memo page and applied to an invoice in the same entry. The video also mentions the sales journal as an alternative for entering multiple entries for multiple customers.
Key points
- In Dynamics SL, invoices and credit memos are entered in Accounts Receivable > Invoice and Memo. The credit memo is then applied to the invoice in a separate Payment Application screen.
- In Business Central, a single customer invoice is entered on the sales invoice page, opened from the role center via Sales > Sales Invoice.
- An invoice line can be set up for several options, so items and services can be invoiced on one invoice.
- On the sales credit memo page (General FastTab, Show more), the Applies-to Doc. Type and Applies-to Doc. No. fields let you enter and apply the credit memo to a specific invoice in one entry.
- Post, then Preview Posting, in the top action menu lets you verify posting entries, including that the credit memo is applied to the selected invoice, before posting.
- The sales journal, opened from the role center, is an alternative for entering multiple entries for multiple customers. Credit memos can also be entered and applied there by selecting the credit memo line type.
Features
| Feature | Status | At |
|---|---|---|
| Sales invoice entry in Business Central | status not stated, demoed | 2:12 |
| Sales credit memo entry in Business Central | status not stated, demoed | 3:08 |
| Preview posting in Business Central | status not stated, demoed | 2:47 |
| Sales journal alternative entry method | status not stated | 1:58 |
AL objects mentioned
As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.
- page 43 “Sales Invoice” at 2:12
- page “sales journals” at 1:58
- page 44 “Sales Credit Memo” at 3:21
- page 253 “Sales Journal” at 1:58
Not found in BC28-30: page “sales journals”.
Quotes
- 0:00 “In this video, we will look at how to enter an accounts receivable invoice and credit memo in Dynamics SL and compare that process”
- 2:36 “Notice you can enter an invoice line for several options allowing you to invoice for items and services in a single invoice.”
- 2:47 “From the top action menu, select post and then preview posting. If you want to verify the posting entries prior to the posting process.”
- 3:08 “A credit memo can also be entered and applied to entries in sales journal by selecting the credit memo line type.”
- 3:36 “You can see the fields available to select the applies to doc type and applies to doc number. This allows you to enter and”