Great video! I'm implementing this process, and wanted to know if I had to have all invoice line items pre-saved in Business Central, in order to use Power Automate to populate it in the draft invoice?
Quick question if you don't mind: when creating a sales order in dynamics central, there is the option to select a ship to address or create a new one. In credit memo, there is no option to change the ship to address as this defaults to the company's main address. In cases where the company has branches or franchises and need to deliver a product to one of the franchises/ branches with an address different from the main companies address, there is no option to change the billing address to reflect the franchise or branch address when a credit memo is created.. any ideas
Hey. Can you be more clear on your question? As I understand you are asking if you can change the shipping address of a credit memo for a franchise that has a different company address? Is that correct? Also as a follow up I am wondering if the franchise/ branches are separate legal entities in the system or you are using dimensions to track financials?
@@Dynamics-hr9oh As I understand you are asking if you can change the shipping address of a credit memo for a franchise that has a different company address? Is that correct? YES On Dynamics Central, it is created as one customer (entity) with different Ship to addresses e.g FreeFoods LLC - Main address 123 Washington DC, USA , ShiptoAdrdress 1: 234 Adams Avenue, New Jersey, USA ShiptoAdress 2: 345 Charlies Drive , California , USA Lets say a sales order was created with Shiptoaddress1 and for some reasons, there was a mistake and a credit memo needs to be generate, when generating it pick up Main address automatically and not any of the ship to addresses
@@belloabdulmuizz9156 That is a gap in business central unfortunately, I presume the workaround you are doing is manual where the associate is manually entering the correct addresses on credit memo. Ideally, you should have been recommended to create separate customers with a naming convention that would work for your organization during the fit gap analysis if Business Central was the proposed option but as of now you would need to design and develop an extension (developer who can code in AI) that would allow you link these addresses.
@@Dynamics-hr9oh thank you for your clarification, had some intuition that it was by design, but needed clarification as no website not video ever showed that aspect when talking about credit memos.. thank you once again!!!
Awesome stuff 🙌🏻 please keep sharing
Great video! I'm implementing this process, and wanted to know if I had to have all invoice line items pre-saved in Business Central, in order to use Power Automate to populate it in the draft invoice?
great video
Quick question if you don't mind: when creating a sales order in dynamics central, there is the option to select a ship to address or create a new one. In credit memo, there is no option to change the ship to address as this defaults to the company's main address. In cases where the company has branches or franchises and need to deliver a product to one of the franchises/ branches with an address different from the main companies address, there is no option to change the billing address to reflect the franchise or branch address when a credit memo is created.. any ideas
Hey. Can you be more clear on your question? As I understand you are asking if you can change the shipping address of a credit memo for a franchise that has a different company address? Is that correct? Also as a follow up I am wondering if the franchise/ branches are separate legal entities in the system or you are using dimensions to track financials?
@@Dynamics-hr9oh As I understand you are asking if you can change the shipping address of a credit memo for a franchise that has a different company address? Is that correct? YES
On Dynamics Central, it is created as one customer (entity) with different Ship to addresses e.g FreeFoods LLC - Main address 123 Washington DC, USA ,
ShiptoAdrdress 1: 234 Adams Avenue, New Jersey, USA
ShiptoAdress 2: 345 Charlies Drive , California , USA
Lets say a sales order was created with Shiptoaddress1 and for some reasons, there was a mistake and a credit memo needs to be generate, when generating it pick up Main address automatically and not any of the ship to addresses
@@belloabdulmuizz9156 That is a gap in business central unfortunately, I presume the workaround you are doing is manual where the associate is manually entering the correct addresses on credit memo. Ideally, you should have been recommended to create separate customers with a naming convention that would work for your organization during the fit gap analysis if Business Central was the proposed option but as of now you would need to design and develop an extension (developer who can code in AI) that would allow you link these addresses.
@@Dynamics-hr9oh thank you for your clarification, had some intuition that it was by design, but needed clarification as no website not video ever showed that aspect when talking about credit memos.. thank you once again!!!