Here is a detail about a less talked about functionality in AX. There is very little information available on this feature in help documents or anywhere else online. Many of us would have worked on sales order or purchase order updates (postings). We may open order posting forms:
- Accounts receivables
a. Account receivables>Common forms>Sales order details>Posting button (on header) > Delivery note(Packing slip) or Tax invoice (Invoice)
b. Account receivables>Periodic>Sales updates>Delivery note(Packing slip) or Tax invoice (Invoice)
2. Accounts Payables
a. Account payables>Common forms>Purchase order details>Posting button (on header) > Delivery note(Packing slip) or Tax invoice (Invoice)
b. Account payables>Periodic>Purchase updates>Delivery note(Packing slip) or Tax invoice (Invoice)
On the posting form there are two Tabs on top left corner of the form. The others tab is of interest for us . There is check box “Credit remaining quantity” which is our focus for this illustration.
This field is of significance when we post a negative quantity against a Sales line or purchase line. Consider a scenario for sales order:
A sales order is created with the Sales line quantity = 10 as shown in the following screen shot.
A delivery note is posted for the entire quantity in the sales order and sent the customer with the delivery note .
At this stage there may be following cases which may happen :
The consignment gets damaged (full / partial) in transit and customer refuses to accept the damaged goods . or for any other reason the customer does not accept the consignment (or it does not reach the destination) . The damaged goods are taken back [ they have to be 🙂 ].In such cases we may like to do one of the following :
a. A replacement is sent to the customer and the sales order is invoiced for the finally accepted ( received ) quantity by the customer.
b. No replacement is sent to the customer. The sales order is short closed for the not received (damaged) quantity by the customer. The customer is invoiced for the quantity they have accepted (received) only.
We will see the use of “Credit remaining quantity” in implementing the above two solutions. Assume that Qty 4 got rejected and returned.
Case a. A replacement is sent to the customer and the sales order is invoiced for the finally accepted ( received ) quantity by the customer.
Form name: SalesTable
1. Go to sales Line>Quantity tab> Deliver now field.
Change the value of deliver now from “ ” to “-4”
2. Sales Order header > Posting button >Packing slip (Delivery note)
Form name: Posting packing slip
3. Change Quantity from ‘All’ to ‘Deliver now’.
4. Switch to the Other tab on the Posting packing slip form. Ensure that the check box “Credit remaining quantity” is marked.
5. Switch to the Lines tab on the Posting packing slip form.
Note that the Update field = “-4”
6. Click the OK button.
7. Click Ok in the Microsoft Dynamics form.
8. Form name: SalesTable . Go to the Sales lines> Quantity tab
The “Delivered” quantity is changed from “10” to “6” and the “Deliver remainder” quantity is updated with “4” i.e for sending the replacement.
9. The replacement delivery is sent to the customer by posting another Packing slip (Delivery note).
The sales line>Quantity tab has the Delivered quantity = 10 and invoice remainder = 10
Now this sales order will be invoiced updated for the Packing slip (delivery note) quantity and all the parties ( buyer and seller) involved are happy .
Case b. No replacement is sent to the customer. The sales order is short closed for the not received (damaged) quantity by the customer. The customer is invoiced for the quantity they have accepted (received) only.
The solution is similar to the above . Perform the steps 1-7 above except that in step #4. Switch to the Other tab on the Posting packing slip form. Ensure that the check box “Credit remaining quantity” is NOT marked.
Then as for step 8 if we verify the results in sales order.Go to the Sales lines> Quantity tab
The “Delivered” quantity is changed from “10” to “6” and the “Deliver remainder” quantity is updated with “ ” i.e No replacement delivery is required.
Now this sales order will be invoiced updated for the Packing slip (delivery note) quantity and all the parties (buyer and seller) involved are happy .
The above solution can also be used while posting the Sales invoice and doing a sales return in exactly the similar way. The difference will be that we would be posting Sales invoices instead of Packing slips (Delivery note). I will leave this on the readers to try this themselves and ask me for help if they stumble.
The above scenario also works in case of Purchase orders for scenarios of posting the vendor returns and then posting the purchase invoice with the accepted/received quantity.
Shekhar Diptiman's space 
Please see the below case how it can be handled by the above post.
1.) Create a new item as example number 0101
Item type = Item
Inventory model = FIFO (as example Inventory model group = DEF)
Pallet Type =EUR, Pallet quantity = 400, Min. output pallet quantity = 400, Quantity per layer = 1
–
2.) Select a dimension group with active dimension pallet ID (as example dimension group = Bulbs)
ensure that you have a lot of pallets on stock with quantity 400 per pallet (create them via P&L journal)
3.) Create a new sales order
Create a sales line on this order for Item 0101 with Quantity = 1200
Three pallets are reserved
4.) Click button “Posting Picking list”
Click Button OK
5.) Click button “Posting Picking list registration”
ensure that the quantity 1200 is split of 3pallets
6.) Click button “Posting Packing slip”
Post packing slip for quantity = 1200
7.) Now one Pallet number was damaged during transport with truck.
Pallet number 2 is coming back on the same day. The customer needs to reduce delivered quantity to 800 before he does post the invoice.
8.) On the sales line click button Functions -> Deliver remainder
Fill in field deliver remainder quantity -400 (quantity of one pallet) and click button OK.
9.) Click button Inventory -> Registration
Enter back delivered Pallet ID (000002_101) and an Inbound location for back delivered items.
Tick checkbox Auto-create and click on button Post all
10.)Click on button Posting -> Packing slip
Select in lookup field Quantity option „Packing slip“
Click on button OK
***[ACTUAL RESULT]***
Following critical stop errors appears:
“Quantity ordered cannot be reduced because there are not enough transactions with the Ordered status.”
“The items are Purchased, Received or Registered.”
-> It’s impossible to post the packing slip. But this is needed to reduce original packing slip and to ensure that the pallet 000002_101 will not be printed on the Invoice
**[EXPECTED RESULT]***
Posting packing slip without any errors.
The pallet ID 000002_101 should be removed from packing slip transactions and consequently not be printed on Invoice to customer.
If this is still an open issue with you . Sorry for the late response.
Have you tried entering -400 in the Deliver now field of teh sales line and post the packing slip with the ” Deliver now” parameter on the posting form ?