Posting Sales Credit Memos

When you have created a sales credit memo - that is, when you have filled in all the information and made any modifications - you can post the credit memo. If the program finds any errors or a lack of information while posting, the process will be interrupted by an error message.

To Post Sales Credit Memos:

  1. Create the sales credit memo.

  2. Click Posting, Post. If you want to print the credit memo at the same time as you post, click Posting, Post and Print instead.

Note

When you enter a job number in the Job No. field on a sales line without entering anything in the Appl.-to Job Entry field or using the Get Job Usage batch job, the program creates both an item entry and a job entry when the document is posted.

But if you enter something in the Appl.-to Job Entry field or use the Get Job Usage batch job, the program only creates a job entry.

Intrastat job reporting will only be correct if you enter all usage entries into the sales lines and specify the Appl.-to Job Entry field. The easiest way to do this correctly is to use the Get Job Usage batch job in the sales document.

Related Topics

Printing Test Reports before Posting Sales Credit Memos

Batch Posting Sales Orders, Invoices and Credit Memos