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Apply Credit Note (Deferrals)

Modules > Advanced revenue & expense deferrals > Deferral schedules > All deferral schedules > [select a deferral schedule] > Credit adjustments tab > Apply

Modules > Advanced revenue & expense deferrals > Deferral schedules > Active deferral schedules > [select a deferral schedule] > Credit adjustments tab > Apply

Use this page to select a credit note line to apply to the schedule. You can select any of the lines and then manually apply (or post) the credit note invoices to the deferral schedule. These credit note lines have not yet been applied to the deferral schedule.

Typically, you would post the credit note adjustment from the Sales Order page, as demonstrated in the . Applying a Credit Note Workflow (Deferrals)

To unapply a credit note, use the Schedules page.

Apply Credit Note

To apply a credit note, follow these steps: 

  1. From the All Deferral Schedules list or the Schedules form, select the deferral schedule you want.
  2. In the Credit adjustments lines, select a line and select Apply.
  3. On the Apply Credit Note (Deferrals) page, specify the Recalculation date and End date as needed.
  4. In the Header list, select the Sales order that has credit notes you want to review and process.
  5. In the Lines list, select the line you want to process.
  6. Select OK.
  7. When you are asked to confirm the action, select Yes.

Note icon. Note: To apply a credit note to several individual items from different invoices, you must repeat these steps.

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Fields

This page contains the following fields: 

Field Description
Header
Sales order Displays the sales order number.
Invoice amount Displays the account for the invoice.
Delivery name

Displays the customer name.

Invoice Displays the invoice number.
Recalculation date Displays the date on which the credit adjustment is recalculated.
End date Displays end date of the deferral schedule. You can change this date if needed.
Lines
Item

Displays the item number.

Sales category Displays the sales category for the item.
Description Displays the description for the item.
Site

Displays the site of the item.

Buttons

This page contains the following buttons: 

Button Description
OK Applies the credit adjustment to the deferral schedule.