You use this program to indicate which items you want to include when processing a credit note against an existing dispatch invoice or when processing a Return Merchandise Advice for a dispatch 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. |
| Cancel | Select this to ignore any selections you made and to return to the previous screen. |
The lines from the original invoiced sales order are displayed in this listview.
This listview enables you to indicate which lines you want to include in the credit note.
| Column | Description |
|---|---|
| Type | This indicates the order line type (e.g. stocked, non-stocked, freight, miscellaneous). |
| Stock code | This indicates the code of the item. |
| Order qty | This indicates the original order quantity of the item. |
| Order uom | This indicates the unit of measure for the order quantity. |
| Wh |
This indicates the warehouse from which the item was shipped. A 'k' in this column indicates that the item is a component of a kit. |
| SO Line | This indicates the sales order line from which the dispatch note was created. |
| D/N line | This indicates the dispatch note line for the item. |
| Dispatch Note | This indicates the dispatch note number for the item. |
| Ship qty | This indicates the quantity of the item which was shipped against the order. |
| Qty credited | This indicates the quantity of the item which was previously credited. |
| Price/value | This indicates the price of the item. |
| Price uom | This indicates the selling price unit of measure of the item. |
| Description | This indicates the description of the item. |
| 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. |
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 a dispatch 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 Dispatch Note Lines for Credit Note Listview for information on details displayed in the listview.
This program can be accessed from:
the SO Header Maintenance program when selecting lines from a dispatch invoice for a credit note.
the Return Merchandise Line Details program when adding a line from a dispatch invoice in RMA Issues and Receipts program.
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 Dispatch 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.
When processing a credit note for a Kit type kit (Stock Codes) you can indicate the individual kit components to include in the return providing the activity: SO Select individual kit component from invoice for credit is allowed against your operator code. If this activity s disallowed, 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).
For a kit with a Kit type defined as Sub, the parent is determined independently of the components, so you cannot credit only a component, since you do not have the price. You therefore cannot select a component without first selecting the parent. You have to credit the price of the parent, regardless of which components are selected to credit. Ideally you should credit the whole kit in this case, since the full price will be credited.
When processing a Return Merchandise Advice (RMA) using the Return Merchandise Line Details program, you can link the return to an existing dispatch invoice by entering the dispatch invoice number. You can then browse on the Stock code field to select those lines you want to include in the return from the original dispatch invoiced sales order.
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. |