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Credit Note [Dynamics AX] using X++

This post will help to create credit note for a sales order based on the invent lot id. All the invoices raised for a particular sales line – Lot Id will be raised back as a credit note.
Information on Credit Note:
A credit note or credit memorandum (memo) is a commercial document issued by a seller to a buyer. The seller usually issues a Credit Memo for the same or lower amount than the invoice, and then repays the money to the buyer or sets it off against a balance due from other transactions
Below Code will help to create credit note for all the invoices raised against the sales line -lot id.
Please note: This code can be customized as per your requirements. This is just a template to help creating credit note using X++ code. Please test the code before use.
static void SR_CreateCreditNote_Sales(Args _args)
{
// Coded by Sreenath Reddy
CustInvoiceTrans custInvoiceTrans;
Dialog dialog = new Dialog(“Create credit note – for sales.”);
DialogField dfInventTransId;
SalesCopying salesCopying;
TmpFrmVirtual tmpFrmVirtualHeader;
TmpFrmVirtual tmpFrmVirtualLines;
boolean isCreditNoteCreated;
SalesId salesId;
SysInfoAction_FormRun SysInfoAction;

void loadTmpVirtualTableAndCreateCN(CustInvoiceTrans _custInvoiceTrans)
{
tmpFrmVirtualLines.TableNum = _custInvoiceTrans.TableId;
tmpFrmVirtualLines.RecordNo = _custInvoiceTrans.RecId;
tmpFrmVirtualLines.Id = _custInvoiceTrans.SalesId;
tmpFrmVirtualLines.LineNum = _custInvoiceTrans.LineNum;
tmpFrmVirtualLines.TransDate = _custInvoiceTrans.InvoiceDate;
tmpFrmVirtualLines.Qty = _custInvoiceTrans.Qty;
tmpFrmVirtualLines.write();
salesCopying = SalesCopying::construct(SalesPurchCopy::CreditNoteLines);
salesCopying.initParameters(salesTable::find(_custInvoiceTrans.SalesId, true),
tmpFrmVirtualLines,
tmpFrmVirtualHeader,
1,
true,
false,
true,
true,
false);
salesCopying.copy();
}
;
dfInventTransId = dialog.addField(typeid(InventTransId), “Lot id”, “Inventory transaction identifier/Lot id”);
dialog.addText(“This snippet will help to create credit notes for all the invoices raised for the lot id of salesLine”);
if (dialog.run())
{
salesId = CustInvoiceTrans::findInventTransid(dfInventTransId.value()).SalesId;
if (!salesId)
{
throw error (“Select only sales order – reference type.”);
}
while select custInvoiceTrans where custInvoiceTrans.InventTransId == dfInventTransId.value()
{
// Load the custinvoiceTrans details in to tmpFrmVirtualLines buffer
isCreditNoteCreated = true;
loadTmpVirtualTableAndCreateCN(custInvoiceTrans);
}
}
if (isCreditNoteCreated)
{
sysInfoAction = SysInfoAction_FormRun::newFormnameDesc(formstr(SalesTable), “show credit note”);
sysInfoAction.parmCallerBuffer(SalesTable::find(salesId));
info(strfmt(“Credit notes created succesfully for the SalesOrder %1 and for lotId %2″, salesId, dfInventTransId.value()),”,sysInfoAction);
}
}

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