You can post a sales order credit note transaction as a reverse transaction by selecting the Credit correctioncheck box in the Posting invoiceand Posting packing slipforms. As a result, the warehouse operation is marked as Stornoin the Transactionsform, and a debit transaction is created for the customer transaction. The reversed customer transaction can be posted as a correction transaction in the General ledger.

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

  2. On the Updatestab, select the Credit note as correctioncheck box to post the customer credit note transaction as a reverse transaction.

    Note Note

    When you select this check box, the Credit correctioncheck box is selected by default in the Posting packing slipand Posting invoiceforms.

  3. Press CTRL+S or close the form.

  4. Click Accounts receivable> Common Forms> Sales Order Detailsto open the Sales orderform.

  5. Press CTRL+N to create a sales order, and enter the required information.

    Note Note

    For more information, see "Create a sales order" in the Applications and Business Processes Help.

  6. Click Posting> Invoiceto open the Posting invoiceform.

  7. Click OKto post the invoice.

    Note Note

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

  8. In the Sales orderform, click Functions> Create credit noteto open the Create credit noteform.

  9. On the Invoicetab, select the Select Allcheck box to select the transactions for the credit note.

  10. Click OKto return to the Sales orderform.

  11. Click Posting> Invoice.

    Note Note

    The Credit correctioncheck box is selected by default in the Posting invoiceform, on the Othertab.

  12. Click OKto post the invoice. You can view the sales order transaction in the Transactionsform. The Stornocheck box will be selected on the Overviewtab.

    Note Note

    For more information, see "Inventory voucher transactions (form)" in the Applications and Business Processes Help.

  13. In the Sales orderform, click Inquiries> Invoiceto open the Invoice journalform for the selected sales order.

  14. Select the journal line to print.

  15. Click Preview/Printto print the report.

    Note Note

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

See Also