Credit Note Creation Overview

You use the Credit Creation screen to create a new credit note or to load a credit note you have previously saved.

To create and maintain credit notes, you need to complete these steps:

1. Either:

• create a new credit note - refer to "Creating a New Credit Note"
• recall a held credit note - refer to "Recalling a Credit Note".

2. Enter or maintain the credit note header details.

Refer to "Maintaining the Credit Creation Header".

3. Add or maintain the items to be credited.

Refer to "Entering Credit Note Lines".

4. Edit other credit note details.

Refer to "Credit Note Creation - Edit Menu Options".

5. Manage the completed credit note, e.g. print or hold the credit note.

Refer to "Managing Completed Credit Notes".