Credit Invoiced Line

Explanation

This activity is used to credit the customer order created from a sales line when it has been invoiced to the customer.

Prerequisites

System Effects

As a result of this activity

Window

Work Task
Prepare Work Order
Work Order Structure

Related Window Descriptions

Work Task
Work Task/Sales
Prepare Work Order
Prepare Work Order/Work Tasks/Sales
Report In Work Order
Report In Work Order/Work Tasks/Sales
Work Order Structure
Work Order Structure/Work Tasks/Sales

Procedure

Use the following procedure to credit he customer order line using the Work Task, Prepare Work Order or Work Order Structure window.

  1. Query the work task, or alternatively, query for the work order and click the Work Task tab.
  2. Click the Sales tab.
  3. Select the relevant Sales lines to be credited.
  4. Right-click and point to Credit Invoiced Line.
  5. Note that two additional sales lines will be created.
  6. One sales line will be transferred to a customer order with the credited amount.
  7. Other sales line is created to invoice the customer with the correct price and quantity.