Title:

How to credit stock into the system for a sales order for which credit note has already been passed with credit into stock flag not ticked.

Summary:

Passed a credit note but credit goods into stock flag was not ticked for an existing sales order. How to credit stock back into the system.

Steps to perform:

Users have the following options:

Option 1

Steps to reverse credit note:

Step 1. Pass a Debit adjustment Debtor > Invoices > Debit Adjustments

Enter the required Data

Step 2. Activate the Debit adjustment.

Step 3. Open Debtor maintenance screen and allocate the Debit adjustment with the Credit note.

Please note if the credit note is already allocated to the sales order then you would need to un- allocate the credit note first. After you have allocated the Debit adjustment with the credit note you can pass a new credit note with credit goods into stock flag ticked for the sales order.

Steps to Pass a credit note – to credit goods into stock

Step 4. Sales Order Entry -> Sales Order Entry -> Normal

Step 5. Record, New, New Credit Note or Shift + F2

Step 6. Click Yes to “ Create a new credit note based on an existing invoice”

Step 7. Select sales order to be credited from the search window

Step 8. Select snapshot to be credited from the search window

Step 9. Select Credit Reason and ensure tick box for Credit Goods into Stock is correct

Step 10. Save the credit note. Process as required

Note: This will affect you GL accounts – its will reverse the credit note Journal passed before and then you will pass a correct credit note with credit goods into flag ticked which will pass a journal to take account for stock as well.

Option 2

If you do not want your GL accounts which has been already posted to be affected then you can always do an inventory adjust in which will increase your stock value account and Adjust In GL account as well. (Inventory ->Stock Transfer)

Into Stock

The stock on hand figure is updated when the record is activated. The default transfer reason is populated into the header and each line and a different reason can be selected.

Step 1 Inventory ->Stock Transfer

Step 2 New record

Step 3 From Part No - leave as External

Step 4 To Part No - select from search window

Step 5 Trans Quantity - type in quantity of stock being transferred

Step 6 Reference - select from search window to change

Step 7 Repeat steps 3 to 6

Step 8 Save and activate the stock transfer