A credit note can be based on a snapshot of a sales order provided that snapshot has been Processed. A search window displays the available sales orders and when selected, the available histories are displayed for selection.
Steps
| 1. | Sales  Sales
Order Entry
|
| 2. | Click New > New Credit Note |
| 3. | Click Yes to “ Create a new credit note based on an existing invoice” |
| 4. | Select sales order to be credited from the search window |
| 5. | Select snapshot to be credited from the search window |
| 6. | Select Credit Reason and ensure tick box for Credit
Goods into Stock is correct
|
| 7. | Remove lines not being credited. Adjust prices and quantities as required. Add any comment lines |
| 8. | Save the credit note. Process as required |
Tick box for Credit Goods into Stock cannot be changed once the credit note has been saved
even though the reason can be changed until the form is processed
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