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  13. Credit goods

Credit goods

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You enter the credit order using the Work with sales orders routine. There are two options from which you can choose:

  • Manually enter a new order using a sales order type for credit.
  • Copy the order/invoice to be credited, using a sales order type for credit, and change the relevant information.

The copy method, which is the quickest way to process the credit order, is described here.

  1. Select the Work with sales orders menu item.
  2. On the initial panel, highlight the sales order and select Copy.
  3. On the Sales order copy panel complete the following fields:

    4. Under the Copy from database section enter the following information:

    Order number
    Enter the order number for the order you want to credit.

    Under the Copy to section enter the following information:

    Order type
    Enter the order type for a credit order.
    Use sourcing policy
    Leave this field set to NO if you want the warehouse from the source being copied to be used on the new order lines. If you change it to YES, a new warehouse is retrieved according to the Sourcing policy defined for your customer. See About item sourcing during sales order entry for more information.
    Maintain order
    Keep this field set to YES, meaning you want to maintain the order after the copy.

    Click OK. Note: If there is erroneous or missing information during the copy process, the system will prompt the panels with the incorrect information. Correct the information and click OK.

  4. You access Order lines displaying the lines from the original order you copied. Delete the lines you do not want to credit (if any). You can also change any information for the lines you do want to credit (i.e. select the line and click Change. See Change a sales order).

    5. Tip: If you want to settle the original invoice automatically by this credit note, click Header to display the order header. Enter the original invoice number in the Inv ref field. The invoice must exist in the Accounts Receivable. In addition, the remaining amount on the invoice in the Accounts Receivable must not be zero.

    Exit the routine.

  5. Print the Sales order confirmation. You send this to the customer to inform them that a credit will be done and that they can send the goods back to you.
  6. Print the In-Picking list document (via the Print pick list menu item) when you receive the goods back from the customer.
  7. Confirm the In-Picking list (via the Pick list confirmation routines). Stock on hand is updated with the returned goods. Note: You can, if you want, move these non-conforming goods into NCC stock at a later time to ensure they will not be shipped again.
  8. Print the Invoice (Credit note) for this credit order and send it to the customer. Note: If you entered an invoice number in the Inv ref field on the credit order header, this invoice will automatically be settled by the credit note when the credit note is transferred to the Accounts Receivable.

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