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Šis apraksts rakstīts programmas versijai 8.0  

Credit Notes

Every Invoice in Standard ERP will belong to one of five types: Invoice, Cash Note, Credit Note, Interest Invoice or Project Invoice.

One implication of this classification is that Invoices can be printed using different Form Templates, depending on type. You must therefore connect a Form Template to each Invoice type before you can begin printing. It may be that you decide to use the same Form Template for each Invoice type, but if so, you must still explicitly connect the Form Template to each Invoice type separately.

The primary purpose of this option is to allow you to specify the Form Template that will be used when you print Credit Notes. To do this, highlight 'Credit Notes' in the 'Forms' list and select 'Define Form' from the Operations menu. In the subsequent 'Form Definition' window, specify a Form Template using 'Paste Special' if necessary. The 'Form Definition' window is fully described here.

If you have not specified a Form Template for Credit Notes, the message "No form defined. Please check the form definition" will be displayed when you try to print a Credit Note. If you are shown this message when printing a range of Invoices, check the type of the Invoice to see which one is missing its Form Template.

Although you can design different Form Templates for use with Invoices of the different types, the fields that you can use are the same in each case. Please click here for a list of the header fields and here for the row fields. Amounts in Credit Notes will usually be printed as positive figures. As described on those pages, in some fields you can specify that amounts will be printed as negative figures by specifying a minus sign as the Field Argument.

You can also use this option when you need to print Credit Notes. If you double-click 'Credit Notes' in the 'Forms' list, the 'Specify Credit Notes' window will open:

As the only Invoice Type option that is selected by default is "Credit Note", you can specify a range of Invoice Numbers in the No. field and only the Credit Notes in that range will be printed. You can of course select other options if you need to print Invoices of other kinds. Apart from the default Invoice Type selection, the 'Specify Credit Notes' window is identical to the 'Specify Invoices' window: please refer here for full details.

By default, all figures in Credit Notes will be printed as positive. If you would like them to be printed as negative, use the Negative Amounts on Credit Notes Printout option on the 'Credit' card of the Account Usage S/L setting.

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Forms in the Sales Ledger:

• Introduction
  

• Cash Notes
  

• Credit Notes
  

• Customer/Supplier Labels
  

• Debtors Letter
  

• EU VAT Sales
  

• Gift Vouchers
  

• Interest Invoices
  

• Internal Invoices
  

• Intrastat S/L
  

• Invoices
  

• Open Invoice Customer Statement
  

• Periodic Customer Statement
  

• Proforma Invoices
  

• Project Invoices
  

• Receipt Forms
  

• Reminders
  

• VAT Corrections S/L

Go back to:

• Home page for Sales Ledger manual
  

• Home page for Standard ERP manual

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