Posting Sales Credit Notes

The Post button on the sales credit note detail page allows you to post an "In Progress" sales credit note. In Classic Edition The view of the application that you see when you first install the base managed package., the Save & Post button first saves the document then posts it in the same way as if you had clicked the Save and Post buttons separately.

If you are using the Sales Credit Note’s Lightning page then you will find the Post button in that page.

In some situations, the posting isn't immediate. The document is set to "Ready to Post" and it is batched up for posting by a scheduled job. A "Ready to Post" document cannot be amended, discarded, printed, or manually posted.

For more information about:

• Setting up the scheduled job, see Setting up the Background Posting Scheduler.
• Posting documents asynchronously using Background Posting Scheduler, see About the Background Posting Scheduler.

Sales credit notes are batched up for posting by a scheduled job in the following situations:

• When the sales credit note exceeds the lines threshold set for sales credit notes in the Accounting Settings custom setting.
• When the sales credit note has its tax value calculated by AvaTax
• When you post sales credit notes from a list view.

When posted, two or more transaction line items are posted to your document company's general ledger and the sales credit note is assigned a transaction number. The sum of these transaction line items is zero in document, home and dual currency.

The discounts are calculated in both account and document currency using the document date and the credit terms Set of terms used to determine due dates and discounts for the goods and services bought or sold. Terms can be set at account level for vendors and/or company level for customers. of the document company. However, if a customer account has its own credit terms, then these take precedence. The discount dates and amounts are stored on the transaction for use in cash matching and when printing the document.

A fully posted sales credit note is "Complete" and can no longer be discarded.

Notes

• If you are using 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., your administrator may need to add a Post button to your page layout.
• You can only post a sales credit note if the relevant account has an account trading currency and an accounts receivable general ledger account associated with it and all the related products have appropriate sales revenue accounts assigned to them. If any of these are missing, the posting will fail.
• Do not post any documents to a period that is being revalued. Wait for the whole currency revaluation process and all related batch jobs to complete before continuing to post documents.
• [Lightning Experience Only] When you have more than one current company selected, you can post a sales credit note for any of the currently selected companies. You do not need to change the current company. Administrators can post sales credit notes for any of their user companies, regardless of their current company selection.

Posting Multiple Sales Credit Notes

To post multiple sales credit notes:

1. Click the Sales Credit Notes tab.
2. Choose a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your own list view.
3. Use the checkboxes on the left to select one or more sales credit notes that you want to post.
4. Click Post. If you don't see this button, contact your administrator.

The status of each selected credit note becomes "Ready to Post" and they are batched up for posting by a scheduled job.

If you do not want to wait for the next scheduled job you can click Background Post to start the Background Posting Scheduler immediately. This button is only available if you have been given the necessary permissions for Background Posting.

Trigger-Posting Sales Credit Notes using Datastream

The Trigger Posting feature enables you to automatically post a document either synchronously or asynchronously by updating its header using Datastream.

Note:

• Read Trigger-Posting Documents for some very important preparation notes and prerequisites.

• Before you use the Trigger Posting feature, we recommend enabling it in the Feature Console to automatically add the Trigger Posting and Trigger Posting Error fields to the related page layouts. If you use other page layouts, you must add these fields manually. For more information, see Enabling the Trigger Posting of Documents Feature.

To trigger-post documents using Datastream: