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

  2. Press CTRL+N to create a sales order.

    Note Note

    For more information, see "Create a sales order" and "Sales orders (form)" in the Application and Business Processes Help.

    The tax registration number details for a customer should be defined in the Customersform ( Accounts receivable> Common Forms> Customer Details), on the Generaltab, under the Identificationfield group.

  3. In the upper pane of the form, click the Setuptab.

  4. In the Tax exempt numberfield, select the tax exempt number of the company.

  5. Click the Price/Discounttab and, in the Bank accountfield, select the company bank account.

  6. In the Bank code for additional currencyfield, select the company bank account used for other currency.

  7. In the Customer bank accountfield, select the customer bank account.

  8. Click Posting> Invoiceto open the Posting invoiceform.

  9. Click OKto post the sales order.

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

  11. In the upper pane, select the Markcheck box to select the invoice to be copied to the new order.

  12. Click OKto create the sales credit note.

    Note Note

    For more information, see "Copy sales orders (form)" in the Application and Business Processes Help.

  13. In the Sales orderform, click Inquiries> Invoice> Preview/Printto view and print the sales credit note invoice.

See Also