The Sales Return Note form - Header

  1. Specify this information:
    Sales Transaction Type
    The required sales type for the sales return note.
    Note: You must be careful to select the sales type for the transaction you require. For example, do not enter a sales order type of sales type for entering a sales return note.
    Note: The sales type can also control if sales return notes can be entered manually for transactions for goods, charges or services.
    Sales Order Transaction Reference
    The reference for the sales order. This must correspond with the settings in the sales type for the sales return note.
    Customer Code
    The customer for the sales return note.
    Customer Reference
    The customer's reference for the sales return note, order or invoice.
    Status
    Invoice Address Code
    The code for the address where the invoice was sent.
    Reason Code Required
    If this box is ticked you must enter a reason code in the Reason Code field. This is determined by the settings in the sales type.
  2. Save your changes.