Original invoice reference (Eastern Europe)

This article describes how to create sales orders and corrective lines in a credit note for a sales order in Estonia with Microsoft Dynamics 365 Finance.

The following procedures use the demo data company DEMF with a primary address in Poland.

Create a sales order

To create a sales order, follow these steps.

1. In Dynamics 365 Finance, go to Accounts receivable > Orders > All sales orders.
2. Select New.
3. In the Customer account field, enter or select a value.
4. Select OK.
5. In the list, mark the selected row.
6. In the Item number field, enter or select a value.
7. In the Quantity field, enter a number.
8. Select Save.
9. On the Action Pane, select Invoice.
10. Select Invoice.
11. Expand the Parameters section.
12. In the Quantity field, select an option.
13. Expand the Setup section.
14. In the Sales date field, enter a date.
15. In the list, mark the selected row.
16. Select OK.
17. Select OK.

Create a credit note for a sales order

To create a sales order for a sales order, follow these steps.

1. In Dynamics 365 Finance, go to Accounts receivable > Orders > All sales orders.
2. Select New.
3. In the Customer account field, enter or select a value.
4. Select OK.
5. On the Action Pane, select Sell.
6. Select Credit note.
7. Select the Select all checkbox.
8. Expand the Parameters section.
9. In the Reason code field, enter or select a value.
10. Select OK.
11. In the list, mark the selected row.
12. In the list, find and select the desired record.
13. In the Quantity field, enter a number.
14. Select OK.
15. Select Save.
16. On the Action Pane, select Invoice.
17. Select Invoice.
18. In the list, find and select the desired record.
19. Select OK.
20. Select OK.