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Returning Stock with Serial Numbers

Where a credit note is being created for inventory that was sold with serial numbers, the treatment depends on whether the credit note is based on a sales order or not.

Based on a sales order - serial numbers are stored against the relevant item and are selected for crediting; or
NOT based on a sales order - inventory item and serial numbers have to be entered

Steps

Based on a sales order

1.	Sales Order Entry (B2B as necessary)
2.	Click New > Credit Note and Yes to 'Create a new credit note based on an existing order'
3.	Select invoice and snapshot to be credited
4.	Serial numbers are displayed in the Serial Number(s) field

5.	Return serial numbers by: leaving details as it to credit in full; or change Qty field to reflect what is being credited and add or remove or change lines in the serial number dialog box that is loaded when Qty is edited
6.	Click Use Inventory to execute the dialog box

NOT Based on a sales order

Steps

1.	Sales Order Entry
2.	New > New Credit Note and click No to “ Create a new credit note based on an existing invoice”. Select debtor to credit
3.	Enter or select part number to credit. Serial number dialog box is displayed. Enter in serial numbers by: typing in start and end serial number, selecting Calculate Quantity and Append Serials (for a sequential range); and/ or type in serial number and quantity in Serial Selection box, entering relevant quantity
4.	Click Use Inventory to execute the dialog box

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