Editing Line Details

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Note: You must be in "Edit" mode (see Editing a Credit Note) for the edit button to be available.

 

Do-it Click edit on the required credit note line (see highlighted icon):

 

managingcredit_edit_line_highlighted

 

The page will re-display as shown below:

 

managingcredit_edit_lines_data

 

You can then edit the following fields:

 

Bullet Item Code

 

Bullet Item Classification Code e.g. UNSPSC Code

 

Bullet Item Description

Bullet Supplied Date (you can use the calendar button by clicking calendar)

 

Bullet Quantity

 

Bullet Unit of measure

 

Bullet Unit Price

 

Bullet Tax Rate (select an option from the drop-down)

 

 

Once you have made your required changes you can:

 

Do-it Click save to save your changes or

 

Do-it Click undo to undo (not save) your changes

 

 

 

To remove a single line from the Credit Note:

 

Do-it Click delete on the required item line (see highlighted icon):

 

managingcredit_edit_line_delete_highlight

 

The selected line will be removed from the credit note.

 

 

To remove all lines from the credit note:

 

Do-it Click DeleteMultiple