Settings
For credit memos, you can it is possible to set up number sequences series in the Contract with Service Contract SetupSettings. For mass service servicing credit memos (partial reversal from mass re-invoicing to the client), you must enter a number sequence in the Mass Service Credit Memo Numbers field.
Copying a Service
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Permission
It is possible to credit all lines or only some lines from the service permission. Above the list of maintenance permission lines, the user marks the lines that need to be credited.
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In the Copy-Permission Maintenance dialog box, the user selects chooses the Repair reason.
For the purposes of the credit memo, the option is "Correction". (The user selects the "Copy" reason option if he wants to create the same service permit from an existing permit, so that he does not have to click on the same data again.)
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On the newly created Maintenance Permission, the fields Original Maintenance Permission No. and Reason fields are hidden on the Maintenance Operation Permission tab. Via Through Show more, the user can view the link to the original service maintenance permission.
In addition to the link to the original maintenance permission and has a filled in "reason" = Repair. The allowance contains marked lines where the amounts are with the opposite sign.
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Above the list of maintenance permission lines, the user runs the Create Purchase Invoice/Credit Note Memo function.
The system opens a dialog box. The user selects Document Type=Credit Memo, fills in the Credit Memo No. and fills in the "Posting Date" and selects a number series for the credit memos.
When you click press the OK button, the system creates an unposted purchase credit memo.
After the review is done, the user posts the credit memo. The system writes the credit memo and posted credit memo numbers to the service maintenance permission line.
It is a good idea to change the status to Claimed or Unapproved on the original allowance where the purchase was credited, because it is not possible to create sales invoices (individual or bulk) for these statuses.
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After mass reinvoicing to a customer, the user can create a partial sales invoice credit memo for the sales invoice.
The user triggers the "Mass Reverse Maintenance Permission". In the header of the list of allowances reinvoiced to the customer, it filters by the number of the collective invoice.
It may can mark one or more allowance lines of allowances that need to be credited.
Through the actions, it triggers Triggers the "Mass cancellation" function via actions.
The system will open a dialog window above the selected rows.
If the user doesn't specify Execute, the system just creates a report for to review.
If the user enters Execute or Execute and print, the system creates a sales credit memo next to the overviewreport, posts it, and prints it, if necessary.
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