Table "Sales Cr.Memo Header"
Stores header information for posted sales credit memos including customer details and credited amounts.
Properties
| Name | Value |
|---|---|
| Caption | Sales Cr.Memo Header |
| DataCaptionFields | 3,79 |
| DrillDownPageID | Page Microsoft.Sales.History."Posted Sales Credit Memos" |
| LookupPageID | Page Microsoft.Sales.History."Posted Sales Credit Memos" |
| DataClassification | CustomerContent |
Fields
| Name | Type | Description |
|---|---|---|
| "Sell-to Customer No." | Code[20] | Specifies the customer number who received the credited items. |
| "No." | Code[20] | Specifies the unique identifier for the posted sales credit memo. |
| "Bill-to Customer No." | Code[20] | Specifies the customer number who receives the credit memo for billing purposes. |
| "Bill-to Name" | Text[100] | Specifies the name of the customer who receives the credit memo. |
| "Bill-to Name 2" | Text[50] | Specifies an additional part of the bill-to customer name. |
| "Bill-to Address" | Text[100] | Specifies the street address of the customer who receives the credit memo. |
| "Bill-to Address 2" | Text[50] | Specifies additional address information for the bill-to customer. |
| "Bill-to City" | Text[30] | Specifies the city of the customer who receives the credit memo. |
| "Bill-to Contact" | Text[100] | Specifies the name of the contact person at the bill-to customer. |
| "Your Reference" | Text[35] | Specifies the customer's own reference number for this transaction. |
| "Ship-to Code" | Code[10] | Specifies the code for the ship-to address used on the credit memo. |
| "Ship-to Name" | Text[100] | Specifies the name of the location where items were shipped. |
| "Ship-to Name 2" | Text[50] | Specifies an additional part of the ship-to name. |
| "Ship-to Address" | Text[100] | Specifies the street address of the ship-to location. |
| "Ship-to Address 2" | Text[50] | Specifies additional address information for the ship-to location. |
| "Ship-to City" | Text[30] | Specifies the city of the ship-to location. |
| "Ship-to Contact" | Text[100] | Specifies the name of the contact person at the ship-to location. |
| "Posting Date" | Date | Specifies the date when the credit memo was posted to the ledger. |
| "Shipment Date" | Date | Specifies the date when items were shipped related to this credit memo. |
| "Posting Description" | Text[100] | Specifies the text that describes this posted credit memo. |
| "Payment Terms Code" | Code[10] | Specifies the code for the payment terms used on the credit memo. |
| "Due Date" | Date | Specifies the date when the credit memo payment is due. |
| "Payment Discount %" | Decimal | Specifies the payment discount percentage applied to the credit memo. |
| "Pmt. Discount Date" | Date | Specifies the last date for the customer to take the payment discount. |
| "Shipment Method Code" | Code[10] | Specifies the code for the shipment method used on the credit memo. |
| "Location Code" | Code[10] | Specifies the location from which items were shipped or returned. |
| "Shortcut Dimension 1 Code" | Code[20] | Specifies the first global dimension code used for analysis. |
| "Shortcut Dimension 2 Code" | Code[20] | Specifies the second global dimension code used for analysis. |
| "Customer Posting Group" | Code[20] | Specifies the customer posting group used to post receivables to the general ledger. |
| "Currency Code" | Code[10] | Specifies the currency code used for the credit memo amounts. |
| "Currency Factor" | Decimal | Specifies the exchange rate used to convert amounts to local currency. |
| "Customer Price Group" | Code[10] | Specifies the customer price group used for pricing on the credit memo. |
| "Prices Including VAT" | Boolean | Indicates whether the prices on the credit memo include VAT. |
| "Invoice Disc. Code" | Code[20] | Specifies the code used to calculate invoice discounts for this customer. |
| "Customer Disc. Group" | Code[20] | Specifies the customer discount group used for line discounts. |
| "Language Code" | Code[10] | Specifies the language code for the credit memo document. |
| "Format Region" | Text[80] | Specifies the regional format for dates and numbers on the document. |
| "Salesperson Code" | Code[20] | Specifies the salesperson responsible for the credit memo. |
| Comment | Boolean | Indicates whether comments exist for this posted credit memo. |
| "No. Printed" | Integer | Specifies how many times the credit memo has been printed. |
| "On Hold" | Code[3] | Specifies the on hold status to block further processing. |
| "Applies-to Doc. Type" | Enum Microsoft.Finance.GeneralLedger.Journal."Gen. Journal Document Type" | Specifies the type of document this credit memo is applied to. |
| "Applies-to Doc. No." | Code[20] | Specifies the document number this credit memo is applied to. |
| "Bal. Account No." | Code[20] | Specifies the balancing account number for the credit memo posting. |
| Amount | Decimal | Specifies the total amount of the credit memo excluding VAT. |
| "Amount Including VAT" | Decimal | Specifies the total amount of the credit memo including VAT. |
| "VAT Registration No." | Text[20] | Specifies the customer's VAT registration number. |
| "Registration Number" | Text[50] | Specifies the customer's company registration number. |
| "Reason Code" | Code[10] | Specifies the reason code for the credit memo posting. |
| "Gen. Bus. Posting Group" | Code[20] | Specifies the general business posting group used for the credit memo. |
| "EU 3-Party Trade" | Boolean | Indicates whether the transaction involves three-party trade within the EU. |
| "Transaction Type" | Code[10] | Specifies the transaction type code for Intrastat reporting. |
| "Transport Method" | Code[10] | Specifies the transport method code for Intrastat reporting. |
| "VAT Country/Region Code" | Code[10] | Specifies the country/region code for VAT purposes. |
| "Sell-to Customer Name" | Text[100] | Specifies the name of the customer who received the credited items. |
| "Sell-to Customer Name 2" | Text[50] | Specifies an additional part of the sell-to customer name. |
| "Sell-to Address" | Text[100] | Specifies the street address of the sell-to customer. |
| "Sell-to Address 2" | Text[50] | Specifies additional address information for the sell-to customer. |
| "Sell-to City" | Text[30] | Specifies the city of the sell-to customer. |
| "Sell-to Contact" | Text[100] | Specifies the name of the contact person at the sell-to customer. |
| "Bill-to Post Code" | Code[20] | Specifies the postal code of the bill-to customer address. |
| "Bill-to County" | Text[30] | Specifies the county or state of the bill-to customer address. |
| "Bill-to Country/Region Code" | Code[10] | Specifies the country/region code of the bill-to customer address. |
| "Sell-to Post Code" | Code[20] | Specifies the postal code of the sell-to customer address. |
| "Sell-to County" | Text[30] | Specifies the county or state of the sell-to customer address. |
| "Sell-to Country/Region Code" | Code[10] | Specifies the country/region code of the sell-to customer address. |
| "Ship-to Post Code" | Code[20] | Specifies the postal code of the ship-to address. |
| "Ship-to County" | Text[30] | Specifies the county or state of the ship-to address. |
| "Ship-to Country/Region Code" | Code[10] | Specifies the country/region code of the ship-to address. |
| "Bal. Account Type" | Enum Microsoft.Bank.Payment."Payment Balance Account Type" | Specifies the type of balancing account used for posting. |
| "Exit Point" | Code[10] | Specifies the exit point for goods leaving the country for Intrastat. |
| Correction | Boolean | Indicates whether this is a correcting entry that reverses a previous posting. |
| "Document Date" | Date | Specifies the date when the credit memo document was created. |
| "External Document No." | Code[35] | Specifies the external document number provided by the customer. |
| "Area" | Code[10] | Specifies the area code for Intrastat reporting. |
| "Transaction Specification" | Code[10] | Specifies the transaction specification code for Intrastat reporting. |
| "Payment Method Code" | Code[10] | Specifies the payment method code for the credit memo. |
| "Shipping Agent Code" | Code[10] | Specifies the shipping agent responsible for delivering goods. |
| "Package Tracking No." | Text[50] | Specifies the tracking number for the shipped package. |
| "Pre-Assigned No. Series" | Code[20] | Specifies the number series used before the credit memo was posted. |
| "No. Series" | Code[20] | Specifies the number series used for the posted credit memo. |
| "Pre-Assigned No." | Code[20] | Specifies the document number assigned before posting. |
| "User ID" | Code[50] | Specifies the user who posted the credit memo. |
| "Source Code" | Code[10] | Specifies the source code that identifies the posting origin. |
| "Tax Area Code" | Code[20] | Specifies the tax area code for sales tax calculations. |
| "Tax Liable" | Boolean | Indicates whether the credit memo is subject to sales tax. |
| "VAT Bus. Posting Group" | Code[20] | Specifies the VAT business posting group used for tax calculations. |
| "VAT Base Discount %" | Decimal | Specifies the percentage used to reduce the VAT base amount for discounts. |
| "Prepmt. Cr. Memo No. Series" | Code[20] | Specifies the number series for prepayment credit memos. |
| "Prepayment Credit Memo" | Boolean | Indicates whether this is a prepayment credit memo. |
| "Prepayment Order No." | Code[20] | Specifies the prepayment order number related to this credit memo. |
| "Company Bank Account Code" | Code[20] | Specifies the company bank account used for the credit memo payment. |
| "Alt. VAT Registration No." | Boolean | Indicates whether an alternative VAT registration number was used. |
| "Alt. Gen. Bus Posting Group" | Boolean | Indicates whether an alternative general business posting group was used. |
| "Alt. VAT Bus Posting Group" | Boolean | Indicates whether an alternative VAT business posting group was used. |
| "Sell-to Phone No." | Text[30] | Specifies the phone number of the sell-to customer. |
| "Sell-to E-Mail" | Text[80] | Specifies the email address of the sell-to customer. |
| "VAT Reporting Date" | Date | Specifies the date used for VAT reporting purposes. |
| "Rcvd.-from Count./Region Code" | Code[10] | Specifies the country/region code from which the goods were received. |
| "Work Description" | Blob | Stores the work description or detailed notes for the credit memo. |
| "Ship-to Phone No." | Text[30] | Specifies the phone number of the ship-to location. |
| "Dimension Set ID" | Integer | Specifies the unique identifier for the dimension set applied to this credit memo. |
| "Document Exchange Identifier" | Text[50] | Specifies the identifier used when exchanging the document electronically. |
| "Document Exchange Status" | Enum Microsoft.Sales.History."Sales Document Exchange Status" | Specifies the status of the document exchange process. |
| "Doc. Exch. Original Identifier" | Text[50] | Specifies the original identifier from the document exchange service. |
| Paid | Boolean | Indicates whether the credit memo has been fully paid or applied. |
| "Remaining Amount" | Decimal | Specifies the remaining amount to be applied from the credit memo. |
| "Cust. Ledger Entry No." | Integer | Specifies the entry number of the related customer ledger entry. |
| "Invoice Discount Amount" | Decimal | Specifies the total invoice discount amount applied to the credit memo. |
| Cancelled | Boolean | Indicates whether this credit memo has been cancelled by another document. |
| Corrective | Boolean | Indicates whether this credit memo is a correction of a posted invoice. |
| "Campaign No." | Code[20] | Specifies the marketing campaign associated with the credit memo. |
| "Sell-to Contact No." | Code[20] | Specifies the contact number of the sell-to customer. |
| "Bill-to Contact No." | Code[20] | Specifies the contact number of the bill-to customer. |
| "Opportunity No." | Code[20] | Specifies the sales opportunity associated with this credit memo. |
| "Responsibility Center" | Code[10] | Specifies the responsibility center that processed the credit memo. |
| "Shipping Agent Service Code" | Code[10] | Specifies the shipping agent service code for delivery options. |
| "Return Order No." | Code[20] | Specifies the return order number that this credit memo was created from. |
| "Return Order No. Series" | Code[20] | Specifies the number series used for the return order. |
| "Price Calculation Method" | Enum Microsoft.Pricing.Calculation."Price Calculation Method" | Specifies the method used to calculate prices on the credit memo. |
| "Allow Line Disc." | Boolean | Indicates whether line discounts are allowed on the credit memo. |
| "Get Return Receipt Used" | Boolean | Indicates whether the Get Return Receipt function was used to create lines. |
| "Draft Cr. Memo SystemId" | Guid | Specifies the system ID of the draft credit memo before posting. |
| SystemId | Guid | |
| SystemCreatedAt | DateTime | |
| SystemCreatedBy | Guid | |
| SystemModifiedAt | DateTime | |
| SystemModifiedBy | Guid | |
| SystemCreatedByUserName | Text[50] | |
| SystemCreatedByFullName | Text[80] | |
| SystemModifiedByUserName | Text[50] | |
| SystemModifiedByFullName | Text[80] | |
| SystemRowVersion | BigInteger |
Methods
SendRecords
Sends the credit memo records using the customer's document sending profile.
procedure SendRecords()SendProfile
Sends the credit memo using a specific document sending profile.
procedure SendProfile(var DocumentSendingProfile: Record "Document Sending Profile")Parameters
| Name | Type | Description |
|---|---|---|
| DocumentSendingProfile | Table Microsoft.Foundation.Reporting."Document Sending Profile" |
The document sending profile to use. |
StartTrackingSite
Opens the shipping agent's tracking website for this return shipment.
procedure StartTrackingSite()PrintRecords
Prints the selected credit memo records.
procedure PrintRecords(ShowRequestPage: Boolean)Parameters
| Name | Type | Description |
|---|---|---|
| ShowRequestPage | Boolean |
Whether to show the report request page. |
CheckNoPrinted
Validates that the credit memo has been printed at least once.
procedure CheckNoPrinted()EmailRecords
Sends the credit memo records by email.
procedure EmailRecords(ShowRequestPage: Boolean)Parameters
| Name | Type | Description |
|---|---|---|
| ShowRequestPage | Boolean |
Whether to show the email dialog. |
PrintToDocumentAttachment
Prints the credit memos and saves them as document attachments.
procedure PrintToDocumentAttachment(var SalesCrMemoHeader: Record "Sales Cr.Memo Header")Parameters
| Name | Type | Description |
|---|---|---|
| SalesCrMemoHeader | Table Microsoft.Sales.History."Sales Cr.Memo Header" |
The credit memo records to print and attach. |
Navigate
Opens the Navigate page to show related entries for this credit memo.
procedure Navigate()LookupAdjmtValueEntries
Opens a page showing value entries with adjustments for this credit memo.
procedure LookupAdjmtValueEntries()GetCustomerVATRegistrationNumber
Gets the customer's VAT registration number.
procedure GetCustomerVATRegistrationNumber(): TextReturns
| Type | Description |
|---|---|
| Text |
The VAT registration number. |
GetCustomerVATRegistrationNumberLbl
Gets the label for the VAT registration number field.
procedure GetCustomerVATRegistrationNumberLbl(): TextReturns
| Type | Description |
|---|---|
| Text |
The field caption. |
GetLegalStatement
Gets the legal statement from sales setup for printing on credit memos.
procedure GetLegalStatement(): TextReturns
| Type | Description |
|---|---|
| Text |
The legal statement text. |
ShowDimensions
Shows the dimension set entries for this credit memo.
procedure ShowDimensions()SetSecurityFilterOnRespCenter
Sets a security filter based on the user's responsibility center.
procedure SetSecurityFilterOnRespCenter()GetDocExchStatusStyle
Gets the style class for displaying the document exchange status.
procedure GetDocExchStatusStyle(): TextReturns
| Type | Description |
|---|---|
| Text |
A style name for UI display. |
ShowActivityLog
Shows the activity log entries for this credit memo.
procedure ShowActivityLog()DocExchangeStatusIsSent
Checks if the credit memo has been sent via document exchange.
procedure DocExchangeStatusIsSent(): BooleanReturns
| Type | Description |
|---|---|
| Boolean |
True if the document has been sent. |
ShowCanceledOrCorrInvoice
Shows the invoice that was canceled or corrected by this credit memo.
procedure ShowCanceledOrCorrInvoice()ShowCorrectiveInvoice
Opens the invoice that corrected this cancelled credit memo.
procedure ShowCorrectiveInvoice()ShowCancelledInvoice
Opens the invoice that was cancelled by this corrective credit memo.
procedure ShowCancelledInvoice()GetWorkDescription
Retrieves the work description text from the BLOB field.
procedure GetWorkDescription(): TextReturns
| Type | Description |
|---|---|
| Text |
The work description text. |
Events
OnBeforeEmailRecords
Raised before emailing sales credit memo records to customers.
[IntegrationEvent(False,False)]
local procedure OnBeforeEmailRecords(var ReportSelections: Record "Report Selections"; var SalesCrMemoHeader: Record "Sales Cr.Memo Header"; DocTxt: Text; var ShowDialog: Boolean; var IsHandled: Boolean)Parameters
| Name | Type | Description |
|---|---|---|
| ReportSelections | Table Microsoft.Foundation.Reporting."Report Selections" |
The report selections to use. |
| SalesCrMemoHeader | Table Microsoft.Sales.History."Sales Cr.Memo Header" |
The sales credit memo header to email. |
| DocTxt | Text |
The document type text. |
| ShowDialog | Boolean |
Indicates whether to show the email dialog. |
| IsHandled | Boolean |
Set to true to skip default email processing. |
OnBeforePrintRecords
Raised before printing sales credit memo records.
[IntegrationEvent(False,False)]
local procedure OnBeforePrintRecords(var ReportSelections: Record "Report Selections"; var SalesCrMemoHeader: Record "Sales Cr.Memo Header"; ShowRequestPage: Boolean; var IsHandled: Boolean)Parameters
| Name | Type | Description |
|---|---|---|
| ReportSelections | Table Microsoft.Foundation.Reporting."Report Selections" |
The report selections to use. |
| SalesCrMemoHeader | Table Microsoft.Sales.History."Sales Cr.Memo Header" |
The sales credit memo header to print. |
| ShowRequestPage | Boolean |
Indicates whether to show the report request page. |
| IsHandled | Boolean |
Set to true to skip default print processing. |
OnBeforeSendProfile
Raised before sending the sales credit memo using the document sending profile.
[IntegrationEvent(False,False)]
local procedure OnBeforeSendProfile(var ReportSelections: Record "Report Selections"; var SalesCrMemoHeader: Record "Sales Cr.Memo Header"; DocTxt: Text; var IsHandled: Boolean; var DocumentSendingProfile: Record "Document Sending Profile")Parameters
| Name | Type | Description |
|---|---|---|
| ReportSelections | Table Microsoft.Foundation.Reporting."Report Selections" |
The report selections to use. |
| SalesCrMemoHeader | Table Microsoft.Sales.History."Sales Cr.Memo Header" |
The sales credit memo header to send. |
| DocTxt | Text |
The document type text. |
| IsHandled | Boolean |
Set to true to skip default sending profile processing. |
| DocumentSendingProfile | Table Microsoft.Foundation.Reporting."Document Sending Profile" |
The document sending profile to use. |
OnBeforeSendRecords
Raised before sending sales credit memo records.
[IntegrationEvent(False,False)]
local procedure OnBeforeSendRecords(var ReportSelections: Record "Report Selections"; var SalesCrMemoHeader: Record "Sales Cr.Memo Header"; DocTxt: Text; var IsHandled: Boolean)Parameters
| Name | Type | Description |
|---|---|---|
| ReportSelections | Table Microsoft.Foundation.Reporting."Report Selections" |
The report selections to use. |
| SalesCrMemoHeader | Table Microsoft.Sales.History."Sales Cr.Memo Header" |
The sales credit memo header to send. |
| DocTxt | Text |
The document type text. |
| IsHandled | Boolean |
Set to true to skip default sending processing. |
OnBeforeSetSecurityFilterOnRespCenter
Raised before setting security filter on responsibility center for the sales credit memo.
[IntegrationEvent(False,False)]
local procedure OnBeforeSetSecurityFilterOnRespCenter(var SalesCrMemoHeader: Record "Sales Cr.Memo Header"; var IsHandled: Boolean)Parameters
| Name | Type | Description |
|---|---|---|
| SalesCrMemoHeader | Table Microsoft.Sales.History."Sales Cr.Memo Header" |
The sales credit memo header to filter. |
| IsHandled | Boolean |
Set to true to skip default security filter application. |
OnLookupAppliesToDocNoOnAfterSetFilters
Raised after setting filters when looking up the applies-to document number.
[IntegrationEvent(False,False)]
local procedure OnLookupAppliesToDocNoOnAfterSetFilters(var CustLedgEntry: Record "Cust. Ledger Entry"; SalesCrMemoHeader: Record "Sales Cr.Memo Header")Parameters
| Name | Type | Description |
|---|---|---|
| CustLedgEntry | Table Microsoft.Sales.Receivables."Cust. Ledger Entry" |
The customer ledger entry with applied filters. |
| SalesCrMemoHeader | Table Microsoft.Sales.History."Sales Cr.Memo Header" |
The sales credit memo header being processed. |
OnBeforeRunSalesInvoiceHeaderPage
Raised before running the sales invoice header page when showing the cancelled invoice.
[IntegrationEvent(False,False)]
local procedure OnBeforeRunSalesInvoiceHeaderPage(var SalesInvoiceHeader: Record "Sales Invoice Header"; var PageID: Integer; var IsHandled: Boolean)Parameters
| Name | Type | Description |
|---|---|---|
| SalesInvoiceHeader | Table Microsoft.Sales.History."Sales Invoice Header" |
The sales invoice header to display. |
| PageID | Integer |
The page ID to run. |
| IsHandled | Boolean |
Set to true to skip default page execution. |
OnBeforeDoPrintToDocumentAttachment
Raised before printing to document attachment for the sales credit memo.
[IntegrationEvent(False,False)]
local procedure OnBeforeDoPrintToDocumentAttachment(var SalesCrMemoHeader: Record "Sales Cr.Memo Header"; ShowNotificationAction: Boolean; var IsHandled: Boolean)Parameters
| Name | Type | Description |
|---|---|---|
| SalesCrMemoHeader | Table Microsoft.Sales.History."Sales Cr.Memo Header" |
The sales credit memo header to print. |
| ShowNotificationAction | Boolean |
Indicates whether to show notification action. |
| IsHandled | Boolean |
Set to true to skip default document attachment processing. |
OnBeforeCheckNoPrinted
Raised before checking if the credit memo has been printed.
[IntegrationEvent(False,False)]
local procedure OnBeforeCheckNoPrinted(var SalesCrMemoHeader: Record "Sales Cr.Memo Header"; var IsHandled: Boolean)Parameters
| Name | Type | Description |
|---|---|---|
| SalesCrMemoHeader | Table Microsoft.Sales.History."Sales Cr.Memo Header" |
The sales credit memo header being checked. |
| IsHandled | Boolean |
Set to true to skip default print status check. |