Creating a return note from an existing invoice or order

Note:  You can access the details of an existing invoice or order by entering the transaction reference on the sales return note form and clicking OK. If you modify these details using the Sales Return Note form, you modify the original invoice or order. You cannot raise a sales return note in this way. For example, if you amend the quantity, the quantity on the original transaction is amended; a return note is not raised.

Using the Sales Return Note function you can create a return note from an existing invoice or order:

  1. Enter the required Sales Definition Code.
  2. Enter the required Customer Code.
  3. Click OK. The transaction reference number is automatically completed in the header.
  4. From the Action menu select Generate Credit Lines. The Generate Transaction Line form is displayed.
  5. Enter the required information in the Transaction Type and Transaction Reference fields.
  6. Click the Query button in the User Line Number field. The Order/Invoice Line Query form is displayed.
  7. Highlight the required line and click OK.
  8. The information from the selected line is displayed on the Generate Transaction Lines form.
  9. Continue with steps 6 to 8 until all required lines have been selected.
  10. Click OK.
  11. Click Exit to return to the Sales Return Note form. The information selected on the Generate Transaction Lines form is displayed.
  12. See The Sales Return Note Form Help for information about the fields displayed and the next steps you can take.
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