Posting Sales Credit Notes

You can post sales credit notes in one of the following ways:

  • Post a single sales credit note using the Post button on the sales credit note detail page
  • Post multiple sales credit notes from the list page, either immediately or later as a batch job using the Background Posting Scheduler
  • Post multiple sales credit notes via Datastream using the Trigger Posting feature

For more information about posting sales credit notes, see How Sales Credit Notes are Posted.

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.

Posting Multiple Sales Credit Notes

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.

  • 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: