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 Ship.
STEP 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, make sure everything is correct then click OK.
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 Generate.
STEP 10: Print the invoice. It will appear with no line items, but the freight and/or packing credits will be displayed at the bottom.
