Return Authorisations - Create a Credit Note (from a Return Authorisation)

You can create a Credit Note for the Received Quantities on a Return Authorisation (RA).

Return Authorisation Creation: Manual process. User must enter quantities authorised for return.
Return Authorisation Receipt: Manual process. User enters "Received Quantities."
Credit Note: Automated process. Quantities auto populate from the RA's "Received Quantities."

Go to the Order Tracker where the Return Authorisation (RA) was created

From the HOME PAGE, click on ORDERS, Search for the Customer's Order and Click on OT

Make sure you have completed the Return Authorisation (RA) with the RECEIVED QUANTITIES - for more information, here is the manual.

Click the action button and select [Add Credit Note]

Click on CREATE, to the right of the RA number

The Credit Note will populate with details from the Delivery Note and Return Authorisation

Complete any missing information on the Credit Note.

Confirm details on screen and click CONTINUE

The Products tab within the Credit Note shows all the products from the Sales Order and quantities are auto-populated from the Return Authorisation (RA) 'Received Quantity'

If necessary, you can manually adjust the quantities.

The quantities and comments are defaulted to match the 'Received Quantities' from the RA

A warning icon will display if there are products with a quantity (Qty) greater than '0' with a unit price set at '0.00'. The message Product with '0' Value will appear when hovering over the yellow triangle.