Credit note is used in instances where products are returned for a refund, when an invoice amount has been overstated, or in other circumstances where the business must return money to the customer, client or otherwise. To configure this screen please refer to Biztransaction type.
Fields & description:
The number refers to the document number for this credit note transaction. This is generated based on your general transaction settings. If this transaction has a reference number, enter this in the respective field.
This is the date when the transaction is created and the reference date shows the date of reference for this credit note.
There is a Load button that helps you call on another document. Select the document (purchase order usually) and click on Load Doc. This will generate items from that document.
You can also generate items from a particular BOM by clicking on the BOM button.
In BOM loading, specify either BOM or Nesting Plan and generate items from them. If you choose BOM, enter the name of the item and version so that materials will be loaded in the table.
The details regarding the address, transportation, duty, etc., can also be entered by clicking on the Particulars button.
Use the Document charges button to specify the charges applicable for the specified document.
Now you must select the Party and Party branch from the which the material is to be acquired.
Select the tax type from the given list. This is the tax applicable for this credit note.
Choose the duty type enforced for this credit note if applicable, in this field.
If payment terms are available, then select the payment term agreed upon for this transaction.
Select the employee in charge of this transaction here.
Specify the store where this item is received in the form of a credit note.
Enter the currency used for the transaction. Type the rate of currency.
Type “None” in the fields that don’t require an entry.
In the grid, the list of all the particulars along with its details will be displayed. The grid can be used to view the item level charges.
There are several functional buttons at the end of the screen along with special transaction buttons like Where Used which will display all the transactions where your document has been referred. E.g. If this transaction has been loaded from say Inspection screen, clicking on Where Used will list all those entries. Please note this is transaction type specific.
Save drafts of your transaction with Get Draft and Save Draft buttons. There may be instances where you need to save a draft of your transaction and this can also be used as a template to enter similar transactions. Click on Save draft to save that particular transaction entry. In the future, if you need to use that specific format or draft of that transaction, click on Get Draft.
Revisions
- September 4, 2015 @ 05:07:45 [Current Revision] by vv
- September 4, 2015 @ 05:07:45 by vv
- July 28, 2015 @ 07:27:46 by vv
- July 28, 2015 @ 07:27:46 by vv
- July 3, 2015 @ 09:33:14 by vv
- July 3, 2015 @ 09:33:13 [Autosave] by vv
- July 3, 2015 @ 09:30:51 by vv
- July 3, 2015 @ 09:20:06 by vv
- July 1, 2015 @ 06:32:45 by vv
- July 1, 2015 @ 06:30:21 by vv
- July 1, 2015 @ 06:29:51 by vv
- July 1, 2015 @ 06:29:25 by vv
- July 1, 2015 @ 06:28:35 by vv
- July 1, 2015 @ 06:21:45 by vv
- June 26, 2015 @ 13:37:22 by vv
Revision Differences
There are no differences between the September 4, 2015 @ 05:07:45 revision and the current revision. (Maybe only post meta information was changed.)
