A completed return drafts a credit note

What moves

When a return is completed, the returned lines and the selling branch go to Accounting, which drafts a credit note against the invoice that was drafted for the order, for the returned quantities.

Before you start

• Both modules in your plan
• The order was invoiced from Accounting (no invoice, no credit note)

Step by step

1. Sales managerSales Orders & Fulfilment

   Completes the return with the refund amount and method.

   You see:The return closes.

2. SystemAccounting & E-Invoicing

   Drafts a credit note for the returned lines against the original invoice, once.

   You see:A draft credit note is waiting.

3. AccountantAccounting & E-Invoicing

   Reviews and books the credit note.

   You see:The customer's balance is reduced.

Related

• Accounting & E-Invoicing
• Sales Orders & Fulfilment
• A contract is approved through Accounting's approval chain
• A disposed fixed asset retires the vehicle
• A final settlement is booked in the ledger
• A credit hold stops a sale before it ships
• A customer pays an invoice from the portal
• Connections between modules