Sales Credit Memo
A sales credit memo is issued if some corrections in the sales invoice must be made. In Polish Localization, the following improvements have been added to facilitate the creation of sales credit memos, including:
correction types that are used to control the accuracy of the sales corrections created;
the possibility of issuing one sales credit memo for multiple sales invoices.
Setting up Sales Correction Reasons
Before you start using the improved capabilities for creating sales credit memo, define at least one reason on the Sales Correction Reasons page.
For more information on defining sales correction reasons, see Sales Correction Reasons.
Issuing a Sales Credit Memo
To issue a sales credit memo by using the improvements available within Polish Localization:
- Choose icon, enter Sales Credit Memos, and then select a related link.
- On the Sales Credit Memos page, select New.
- On the the card of the new sales credit memo assign a subsequent number to the sales credit memo:
- Select the Sell-to Customer No. field to display a drop-down list. In this list, select a customer for whom sales invoices to be corrected were issued.
- Select the Correction Reason field on the Credit Memo Details FastTab to display a drop-down list and select one of the previously defined correction reasons.
Note
If the Get Posted Doc&ument Lines to Reverse action is used, only the corrections related to quantity on documents are permitted.
- In the Sales Credit Memo Date Filter define a filter to limit the period for sales invoices to be corrected.
- Other header fields should be filled in by default.
- Select the Prepare and Get Posted Document Lines to Reverse... actions. The page that appears displays posted sales lines. Select the lines to be corrected and then choose OK.
- Correct the lines as indicated in the Correction Reason field that has been previously filled in the document header.
Note
If it is necessary to change sales correction reasons after sales lines are created, all sales lines and related Before and After lines are deleted.
- Post the sales credit memo in a standard way.