Page History: HOW TO - Create a Freight or Packing Credit Invoice
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Page Revision: Wed, 22 Oct 2008 14:52
STEP 1: Locate the original sales order the credit is originating from.
You may also create a new sales order for the credit. Enter the freight and/or packing items with the correct negative price.
Don't forget that negative sales tax will be added to the invoice if the
Taxable flag is set for the line item.
STEP 2: Ship the sales order with the freight and/or packing line item by clicking the
Manual Ship button.
Freight type items must have the FREIGHT attribute in the item master. Packing type items must have the PACKING attribute in the item master.
STEP 3: Enter the
Ship Date. This will be the invoice date on the credit invoice.
STEP 4: Click
ShipSTEP 5: A pop-up window will appear. Click
Yes.
STEP 6: Adjust the PRICE of the freight/packing lines if needed. In this example, we will be creating a credit of $100 for freight and $20 for packing.
STEP 7: When you have finished entering the correct prices for the freight/packing items, click
OK.
Make sure everything is correct before clicking the
OK button.
STEP 8: A pop-up window will appear. Click
Yes if you want to close the sales order and
No if you wish to leave it open.
STEP 9: Close the Shipping screen and open the
Batch Creator screen. Check the
Transfer to Accounting checkbox and click
GenerateSTEP 10: Print the invoice. It will appear with no line items, but the freight and/or packing credits will be displayed at the bottom.
