You use this program to indicate the items you want to include when processing a credit note against an existing sales order invoice or when processing a Return Merchandise Advice (RMA) for a sales order invoice.
| Field | Description |
|---|---|
| Select All | Select this to include all items displayed in the listview in the credit note. |
| Deselect All | Select this to exclude all items displayed in the listview from the credit note. |
| Save | Select this to accept your selections. |
The lines from the original invoiced sales order are displayed in this listview, enabling you to indicate the lines you want to include in the credit note.
| Column | Description | ||||
|---|---|---|---|---|---|
| Select |
A tick in this column indicates that the item must be included in the credit note (i.e. you want to credit the item) or in the return for an RMA. If you select a component of a kit, but exclude the parent kit item, then the component is detached from the kit and subsequent changes to the parent order quantity are not applied to that component.
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| Type | Indicates the order line type (e.g. stocked, non-stocked, freight, miscellaneous). | ||||
| Stock code | Indicates the code of the item. | ||||
| Order qty | Indicates the original order quantity of the item. | ||||
| Order uom | Indicates the unit of measure for the order quantity. | ||||
| Wh |
Indicates the warehouse from which the item was shipped. A 'k' in this column indicates that the item is a component of a kit. |
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| Ship qty | Indicates the quantity of the item which was shipped against the order. | ||||
| Qty credited | Indicates the quantity of the item which was previously credited. | ||||
| Price/value | Indicates the price of the item. | ||||
| Price uom | Indicates the selling price unit of measure of the item. | ||||
| Description | Indicates the description of the item. | ||||
![[Note]](images/note.png)
This screen is displayed when you select the browse icon at the Stock code field when processing an RMA using the Return Merchandise Line Details program, if you entered an invoice number for the RMA.
You use the Select column of the listview to indicate the item(s) for which you are processing the return.
Refer to SO Lines for Credit Note Listview for information on details displayed in the listview.
Operator access to the following activities within this program can be restricted. You configure this using the Operators program.
| Activity | Description |
|---|---|
| SO Select individual kit component from invoice for credit | Controls whether an operator can process a credit note against an
existing invoice for individual components of Kit types
S andK (i.e. Kit type and Sub type
kits). When this activity is not enabled, the operator cannot use the SO Sales Order Lines from Reprint or SO Dispatch Order Lines from Reprint program to select/deselect kit components for the credit note; only the entire kit can be credited. This activity applies to credit notes for invoices, consolidated invoices, dispatch notes and consolidated dispatch notes as well as for returns using the Return Merchandise Line Details program. |
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When processing a credit note using the Sales Order Entry program, you can link the credit note to an existing sales order invoice by entering the invoice number against the order header (SO Header Maintenance). You are then prompted to select those lines you want to credit from the original invoiced sales order.
Note that if an item's serial, lot or ECC status has changed, then any invoice lines created prior to the change cannot be added using this program.
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When processing a credit note for a Kit type or Sub type kit (Stock Codes) and the activity: SO Select individual kit component from invoice for credit is disallowed against your operator code, then you can only select to include the entire kit (i.e. all components of the parent item are automatically included in the credit note). The kit components are, however displayed for information purposes.
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When processing an RMA using the Return Merchandise Line Details program, you can link the return to an existing invoice by entering the invoice number. You can then browse on the Stock code field to select the line you want to include in the return from the original invoiced sales order. Only a single line at a time can be selected.