Original invoice reference (Eastern Europe)

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

This task walks you through creating corrective lines in a credit note for a sales order. This task was created using the demo data company DEMF with a primary address in Poland.

Create a sales order

  1. Go to Accounts receivable > Orders > All sales orders.
  2. Click New.
  3. In the Customer account field, enter or select a value.
  4. Click OK.
  5. In the list, mark the selected row.
  6. In the Item number field, enter or select a value.
  7. In the Quantity field, enter a number.
  8. Click Save.
  9. On the Action Pane, click Invoice.
  10. Click Invoice.
  11. Expand the Parameters section.
  12. In the Quantity field, select an option.
  13. Expand the Setup section.
  14. In the Sales date field, enter a date.
  15. In the list, mark the selected row.
  16. Click OK.
  17. Click OK.

Create a credit note

  1. Go to Accounts receivable > Orders > All sales orders.
  2. Click New.
  3. In the Customer account field, enter or select a value.
  4. Click OK.
  5. On the Action Pane, click Sell.
  6. Click Credit note.
  7. Select the Select all check box.
  8. Expand the Parameters section.
  9. In the Reason code field, enter or select a value.
  10. Click OK.
  11. In the list, mark the selected row.
  12. In the list, find and select the desired record.
  13. In the Quantity field, enter a number.
  14. Click OK.
  15. Click Save.
  16. On the Action Pane, click Invoice.
  17. Click Invoice.
  18. In the list, find and select the desired record.
  19. Click OK.
  20. Click OK.