In Poland, you must print credit notes according to a specified format. The sales credit note must include the same information as the sales invoice, such as the name and address of the customer and vendor, sales date, document date, the total amounts in words, as well as:

• Reference (document number) of the original sales invoice.

• Document date, from the original sales invoice.

• Corrected and corrective lines.

1. Click Accounts receivable> Setup> Parametersto open the Accounts receivable parametersform.

2. On the Updatestab, select the Credit invoicingcheck box to activate credit invoicing for Accounts receivable and Project invoices.

3. Press CTRL+S or close the form.

4. Click Project> Setup> Forms> Form setupto open the Form setupform.

5. On the Invoicetab, in the Country-specific formfield, select the report layout as Polish format.

6. Press CTRL+S or close the form.

7. Click Project> Common Forms> Project Detailsto open the Projectsform.

8. Click Item task> Sales orderto open the Sales orderform.

9. Press CTRL+N to create a new sales order for the invoiced customer.

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

    Note
    By default, the Create corrective linescheck box is selected in order to create both the corrected and corrective lines. The corrected line is the original invoice line with a negative sign, and cannot be modified. The corrective line is the original invoice line with a positive sign, and can be modified.

11. Select the line to correct and click OK.

    Note
    In the Sales orderform, in the lower pane, corrected and corrective lines are created.

12. Press CTRL+S or close the form.

13. In the Projectsform, click Invoice> Invoice proposalto open the Invoice proposalform.

14. Select the sales order line and click Create invoiceto open the Create invoiceform.

    Note
    For more information, see "Create invoice (form)" in the Applications and Business Processes Help.

15. In the Update item quantityfield, select All.

16. Click OK.

17. In the Projectsform, click Item task> Sales orderto open the Sales orderform.

18. For the corrective line, in the Quantityfield, make corrections for the quantity ordered in inventory units. You can also modify the corrective line values in the Unit price, Warehouse, Department, Cost center, and Purposefields.

19. Press CTRL+S or close the form.

20. In the Projectsform, click Invoice> Invoice proposalto open the Invoice proposalform.

21. Select the corrective sales order and click Post invoiceto post the sales credit note.

22. Click OKto generate a sales credit note.

    Note
    If the correction makes the total invoice amount negative, the invoice is treated as a credit note.