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

• A work task must exist.
• A sales line must exist which has the State as "Transferred" and the Customer Order in Invoiced status.

System Effects

As a result of this activity

• A Sales line will be created automatically with a minus Qty to Invoice as the original sales line. This sales line will be transferred to another customer order to credit the invoiced amount.
• Another sales line will be created with the same information as the original sales line. This sales line can be used if the user wants to invoice the Customer with a corrected price or quantity.

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.