You can use the Create credit noteform to assign the exchange rate that should be used to create a credit note for a sales invoice.

  1. Click Accounts receivable> Common Forms> Sales Order Detailsto create a sales order.

  2. Select a sales order with the status Invoiced.

  3. Click Functions> Create credit noteto open the Create credit noteform.

  4. Select the sales invoice for which you want to create the credit note.

  5. Select the Copy exchange ratecheck box to assign the exchange rate to the sales order.

  6. In the lower pane, in the Quantityfield, modify the quantity of the invoiced item if required.

  7. Click OK.

    Note Note

    The status of the invoiced sales order is changed to Openin the Statusfield.

  8. In the Sales orderform, click Posting> Invoiceto post the credit note.

  9. In the Posting invoiceform, click OKto generate a credit note with the specified exchange rate.

    Note Note

    For more information, see "Sales posting (form)" in the Applications and Business Processes Help.

See Also