Editing Sales Credit Notes
To update selected details on an "In Progress" sales credit note, click Edit on a sales credit note detail or list page and then change the fields you want to update. In Extended Edition The view of the application that you see when you install one of the extension packages (such as the Cash Entry Extension package). For invoices, credit notes, and journals Extended Edition is integrated into the main package, but must be configured. organizations you may need to return to Classic Edition The view of the application that you see when you first install the base managed package. to make these changes. In this situation, click Classic Edit instead.
If you are using the Sales Credit Note's Lightning page then you will find the Edit button in that page.
See Sales Credit Note Fields for a full description of the standard fields that make up a sales credit note.
For information about maintaining the lines on an existing credit note, see Sales Credit Note Line Items.
When you have finished, click Save. You can also click Save & New to save the current document and immediately begin to create another.
Amending a posted sales credit note
To amend the contents of a limited set of fields on a posted "Complete" sales credit note, click Amend Document on the credit note detail page and, in some organizations, Amend Line on the line item detail page. If you don't see these buttons in Extended Edition, contact your administrator.
This button is available as Amend Details on the Sales Invoice's Lightning page.
The following fields become editable:
- Due Date
- Credit Note Description
- Customer Reference
- Credit Note Reason
- Line Descriptions
- Dimensions 1–4 (see Notes)
- Custom fields that have been set up for sub-analysis mapping Mapping of custom fields at header and line level for the purpose of profitability reporting. (see Note 1)
Make your edits, and when you are finished, click Save.
Potentially editable fields are marked with an E in Sales Credit Note Fields.
The changes that you make are also automatically reflected in both the related transaction A record created when documents are posted to the general ledger. Transactions must balance (sum to zero) in home, dual, and document currency. and the appropriate balances. The type of balances that are updated automatically depend on how your organization has been configured.