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Editing a Credit Note |
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Overview
Most details of an existing Credit Note can be altered and credit note lines added or deleted. However, editing is not possible if the Credit Note has already been sent to the buying organisation.
To edit the Credit Note find it, for example, by using the Documents page and when displayed in the Credit Note Summary or Credit Note View page
Click
The Credit Note View/Edit page will be displayed. It will look similar to this:
From this page you can:
Click 
to return to the Documents page
Click 
to print the Credit Note
Further actions may be available, depending on the current status and content of the Credit Note:
Click 
to delete the Credit Note
Click 
to send the Credit Note to the buying organisation Note: Until the Credit Note has all essential information (e.g. Credit Note Number and at least one line) the button is displayed as 
and does not operate.
Click 
to change details (see Editing Header Details, Editing Comments, Editing Line Details, Editing Payment Terms)
Click 
to the right of 
to add a line not on the Invoice
Click 
to remove all Credit Note lines
Click 
within the Invoice lines to add a single line to the Credit Note
Click 
to add all lines from the Invoice lines
Details displayed on this include the following:
Dated - The date of the document as stated by the buying organisation.
Tax Point - The date that you are liable for the VAT of the credit note.
Raised - The date & time that the document was raised by the system.
Sent - Whether or not you have sent the document to the buying organisation.
Currency - The currency of the document values.
Value Excl.Tax - The total value of the document excluding tax.
Total Value - The total value of the document including tax, if appropriate and known.
You can display further details about the document origin by:
You can display further details about the parties to the credit note by clicking 
next to 
and the details will be displayed:
Further details displayed include:
Related Documents - Other documents that are associated with this order. Clicking
on a document will cause the display to switch to that document
Comments - Further comments from the buying organisation regarding this order
Line details displayed include:
Line - A number indicating the sequence of the lines
Item Code, Description & Comments - The code used for the goods or services,
its description and any comments about this line of the Credit Note
Shipped - The date on which the goods or services were sent or provided
Quantity - The number of units of the item
Unit - The unit of measure of the item
Price - The price of one unit of the item
Extended - The value of this line of the document, excluding tax
Tax Rate - The rate of tax that applies to this line of the document
Line Total - The value of this line of the document, including tax
Credit Note footer details include:
Tax Rate - The rate of tax that this line of the tax analysis is summarising
Extended - The value of all the Credit Note lines that this rate of tax applies to
Tax - The value of tax at this rate
Terms - Payment Due days, Settlement Discount days and percentage and
General Discount percentage, if offered
Ext. Subtotal The total of the extended values of all the lines i.e. excluding tax
Tax - The total tax value
Total - The total value of the Credit Note, including tax
NOTE: See How Tax Values are Calculated for more details regarding tax calculations
The Audit contains details of status changes and, if sent, details about the transmission. To view the Audit details:
Click next to 
and the full details will be displayed:
