Credit note generation

To generate a credit note for the return sales order:

  1. Select the invoice line (with Invoice Status of Approved by External System) on the Invoices > Invoice Data tab in the Invoicing 360 (cisli3600m000) session and click Direct Process.
  2. Verify the generated credit note and the Batch Number that is displayed in the Posting Batches Created report.
  3. Access the Global Selection of Batches for Finalization (tfgld1210m000) session, select the batch number in the Batch field and click Finalize.
  4. Review the generated journal reports of the invoice.