Sales order credit notes are used to credit goods and services supplied to a customer. A credit reason is attached to each credit note and controls the returning of physical stock into stock on hand. Credit notes can be created:
Basing the credit note on an existing sales order does not allocate this credit against the originating invoice in the debtor’s account. The total debtor balance and history are updated once Process Orders is run and the credit note can then be allocated to the relevant sales order in the Debtors Maintenance form.
Saving the credit note where goods are to be returned into stock immediately updates the stock on hand records. Stock lines are created referenced with the credit note number.
Lines can be added and deleted until Process Orders is run. If lines are being reduced or deleted from the credit note and some or all of that stock no longer exists, a message displays 'Unable to remove this line. Some stock has already been used.' Debtors and General Ledger are updated when Process Orders is run.
Where
a credit note is being raised for a part number that requires a serial
number on sale, the credit note should be based on the originating sales
order to record the serial number being returned into stock
Creating a New Credit Note Based on a Sales Order
Creating a New Credit Note NOT Based on a Sales Order
Crediting Stock with Serial Numbers
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