How to create a “Credit note”

In cases where the order has been paid, but not all items have been received or received items needs to be returned, it is possible to create a credit note to keep track of the credit towards the suppliers.

1. Open the order not completely received or containing the item(s) to create a credit note for.
2. Click on the “Order line” tab → “On Order” sub tab
3. Click the [Create Credit Note] button in the order line grid menu.
4. The following dialog with all the orders order line will appear

1. Enter the quantity to transfer to the credit note in the editable “SEL” column (Last one in the grid). This can of course be done for any number of the order lines.  The second to last column show the “rest” quantity, not yet received which may be useful if item have not been received.
2. To withdraw\deduct the quantity from the source order tick the “Deduct selection from original quantity”
3. Click [OK]

A “Credit Note” order is created and will be opened. The order number will be the same as the original order with a “/C1” extension. The quantities are “negative” making the order value negative. By marking the order as “paid” will “return” money to the budget, so the credit notes can be used as a method to correct the budget.