Introduction

Under “Credit note” new credit notes can be created. In doing so all general information fields are to be filled in. The required line items are to be added under “Detail lines”. File attachments can be added, using the "File attachments" box. The credit note can then be saved as a draft or submitted directly, using the according buttons in the upper right corner.

Instruction video

Field descriptions

Under “Credit note” the following information is to be filled in:

1. Customer
2. Default warehouse
3. Exchange rate
4. Workflow
5. Sales representative
6. Order date
7. Delivery note
8. Invoice number
9. External order number

New detail lines can be added, using the + button (10). Documents can be uploaded to the order in the “File attachments” section (11) and messages can be left for the following authorizing parties under “Credit note messages” (12). The credit note can be saved as draft, using the SAVE button (13), and/or submitted directly, using the Submit credit note button (14).

• When adding a new detail line, the following information is to be provided:

1. 1. 1. 1. GL/Stock: A section between GL and stock accounts is to be made.
         2. Account
         3. Line description
         4. Quantity
         5. Price (per item)
         6. Tax type
         7. Discount rate  

The line can then be added to the sales order, using the Create button (8).