Limit Quantity of Credit Memo Items against Invoice Quantity

slmaluwa

Hi

Is there way in NAV or BC to Limit Quantity of Credit Memo Items against Invoice Quantity ((less than or equal to)?
The issue client reports is
when an invoice returned by customer, they sometime return more items or items made by our company but NOT in the relevant invoice. Since the users do not check items one by one (they count, of course), they tend to pass credit memo with more quantity than in invoice or with items that were NOT sold in the relevant (applied) invoice.
Is there a way to limit or restrict this type of credit memo posting in NAV or BC

bbrown

Turn on Exact Cost Reversing in S&R Setup. This will require each CM line to be associated to a sales entry.

slmaluwa

Thank you Brown. I will run few tests with this setup.

By the way, will this setting expect the same quantity or less as well? Because, client insists that he cannot receive more than what he sold to the customer (or cannot receive items never sold them in the past)

slmaluwa

UPDATE
BRown. You idea works. I have enabled Exact Cost Reversal and did some tests. Looks like it serves the purpose. But, the user still can opt NOT to applies the lines to an item ledger entry from previous invoice.
Is there an standard way of restricting or making mandatory to select/apply document to credit memo/sales return order lines? or is it necessary to customise this ?
TIA

bbrown

Are you saying it lets you post with out selecting an entry? Or that you must select an entry, but it does not limit you to the related invoice?

slmaluwa

UPDATE
It works now. The user team didn't actually try posting the document

Thank you brown