Sales Order Entry - Correction field descriptions

Fields are presented in alphabetical order.

Auto Apply Credit to Original Invoice

Use this option to specify how to apply a credit transaction. This option, in conjunction with the Invoice #, determines whether credit is applied to a specific invoice.

If this option is selected and an Invoice # is specified, a credit memo is created, and it is automatically applied to the invoice.

If the credit is larger than the open amount on the invoice, then the invoice is moved to Stage 5-Paid and a miscellaneous credit is created for the difference. The credit can be can be applied to any open invoice.

The default value for this option is set in SA Administrator Options- Documents-Sales Orders. You can change the selection if your operator security allows it.

Customer

The customer to which the correction applies.

Invoice #

To create a credit memo for an invoice, specify the invoice number to which correction applies.

To create a miscellaneous credit, leave this field blank.

If a Require Invoice # on CR is selected on the SA Table Code Value Setup record for Return Adjust Reason on the order, this value is required.

If Auto Apply Credit to Original Invoice is selected, specify an invoice that is in the invoiced stage. The credit is automatically applied to that invoice.

If Auto Apply Credit to Original Invoice is not selected, specify an invoice that is in the invoiced or paid stage. A miscellaneous credit is created, and it must be applied through manual accounts receivable processing.

Return Adjust Reason

Specify the reason for the correction. This value is required if the CR Order Credit/Rebill Processing option in SA Administrator Options is set to any value other than Do Not Allow Serial or Rebate tracking. To process the correction as a credit and rebill transaction, you must specify a Return Adjust Reason that supports credit and rebill transactions.

Use Step Data

This option pertains to Sovos GTD and STEP third party applications only. Select this option if the correction order is to reverse taxes that are charged to an exempt customer.