Finishing Credit Orders

Finishing the Credit Order

Important: The following instructions assume that your system is configured with all settings in the "Configuring the Sales Order" section of Using Sales Orders are set to active (Y=yes). 

1. After you are done adding line items to the credit order command options will appear at the bottom of the credit order.

• Add – Select Add to add additional line items to the credit order.
• Change – Select Change to change a line item already entered on the credit order.
• Delete – Select Delete to delete a line item already entered on the credit order.
• Text – Select Text to add description text to a line item. Highlight the line you want to add a description text to and press Enter. Type the appropriate information and press Enter. The item name will reappear with an (*) indicating that text has been entered for this item. Both the item name and text entered will print on the order or invoice if the default settings in Shipping Options is turned on.
• Header - Select header to return to the header section to make changes to the credit order header information.
• Finish (X) – Select Finish(X) to finish the credit order.
• Void – Select Void to void the credit order. See Voiding Sales Orders for more information.
• Exit – Select Exit to exit the credit order. The message line displays "Order was Changed!! Exit Anyway? No/Yes.”
  • Select no to abort exiting this credit order.
  • Select yes to exit without adding this credit order to the system.

Select Finish (X) to complete the credit order.

2. Based on a user's security, a Select An Option window will appear with the following options:

• LEAVE CREDIT OPEN – Select LEAVE CREDIT OPEN to save the credit order without adding back the returned quantity to inventory or making the credit order Ready for invoicing.
• OPEN BUT APPROVED – Select OPEN BUT APPROVED to allow the credit to be issued.
• MAKE CREDIT READY – Select MAKE CREDIT READY to return the item to inventory and approve for invoicing. This option will not appear if lots were not selected for lotted and individually lot-costed items.
• EXIT – Select EXIT to return to the command line.

3. A Select An Option window will appear which allows the user to print the credit order. The following choices display:

• DON'T PRINT CREDIT ORDER – Select DON'T PRINT CREDIT ORDER to save the credit order without printing a copy of the credit order.
• PRINT CREDIT ORDER – Select PRINT CREDIT ORDER to save the credit order and print a copy of the credit order.

See Printing Credit Orders for more information on printing credit orders.

6. If the credit order has been made Ready, based on user security, a Select an Option window appears which allows the user to print the credit invoice. The following choices display:

• DON'T INVOICE CREDIT ORDER – Select DON'T INVOICE CREDIT ORDER to save the credit order with printing or issuing the credit invoice.
• INVOICE CREDIT ORDER – Select INVOICE CREDIT ORDER to issue and print the credit invoice.
• EXIT – Select Exit to exit from this option and return to the first page of the credit order.

Note: Once invoiced, credit orders cannot be deleted!!!

Note: If the invoice is a summary invoice items cannot be added back to inventory.

Note: The ship date on the credit invoice is the day the credit was made ready.

For more information on the Credit Orders option see Credit Orders.

Security Required : Sales - Sales Orders