HOW TO - Create a Freight or Packing Credit Invoice
From Adjutant Wiki
General Information
When crediting an invoice, you may need to credit freight or packing charges as well.
Freight type items must have the FREIGHT attribute in the item master. Packing type items must have the PACKING attribute in the item master.
Instructions
1. Locate the original sales order the credit is originating from.
- You may also create a new sales order for the credit.
2. Change price for freight and/or packing items to negative.
- Negative sales tax will be added to the invoice if the Taxable flag is set for the line item.
3. Select Ship/Invoice Order from the Actions menu.
4. Enter the Ship Date. This will be the invoice date on the credit invoice.
5. Click Ship.
6. A pop-up window will appear. Click Yes.
7. Adjust the price of the freight/packing lines if needed, then click OK.
8. When you have finished entering the correct prices for the freight/packing items, make sure everything is correct then click OK.
9. 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.
10. Close the Shipping screen and open the Batch Creator screen. Check the Transfer to Accounting checkbox and click Generate.
11. Print the invoice. It will appear with no line items, but the freight and/or packing credits will be displayed at the bottom.