Generating transaction lines from Sales Order Entry and Sales Return Notes

  1. From the Action menu in Sales Order Entry or Sales Return Notes, select Generate Credit Lines.
  2. Specify this information:
    Transaction Type
    Options are:
    • Sales Order
    • Sales Invoice.
    Transaction Reference
    The reference for the relevant transaction.
    User Line Number
    The relevant line number on the transaction.
    Date
    This is taken from the login date.

    The following fields are automatically populated from the selected transaction line:

    Item Code
    Description
    Transaction Line Quantity
    Unit Price
    Transaction Line Value
  3. Check that the details shown for the transaction line are correct. From the Action menu select OK. The values on the selected transaction line are reversed thus creating the credit transaction line.
Parent topic: Generating transaction lines