Isolate Credit Notes on Trial Balance
Have you wanted to distinguish Sales Order Returns [Contra Revenue] on the Trial Balance, but only see a Posting Profile for "Revenue"?
The setup in Dynamics 365 has a feature to add a new posting type for Credit Notes.
(This feature is limited to Italy legal entities, contact you technical team if you need the feature enabled for non-Italy legal entities).
1. Enable on the feature
Workspaces > Feature management > [Separate accounts for credit notes]
After enabling the feature, you will see both "Revenue" and "Credit note" posting profiles.
Assign the desired Main Accounts to the new posting type.
Modules > Inventory management > Setup > Posting > Posting [Sales order tab]
2. Post a Sales Order Credit Note
When you post a Sales Order Credit Note, the new posting profile will be used.
Note: Not applicable for Free Text Credit Notes, as the Main Account is manually selected.