Credit Memo With Bond For Maintenance Permission

Settings

For credit memos, it is possible to set up number series in Contract with Service Settings. For mass 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 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.

After the lines are marked, it runs the Copy Maintenance Permission function.

In the Copy-Permission Maintenance dialog box, the user 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.)

After pressing the OK button, the system will create a new service permit.

On the newly created Maintenance Permission, the Original Maintenance Permission No. and Reason fields are hidden on the Maintenance Operation Permission tab. Through Show more, the user can view the link to the original 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.

A new maintenance permit must be approved. Then it is possible to create a "credit note" for accounting.

Purchase Credit Memo

Above the list of maintenance permission lines, the user runs the Create Purchase Invoice/Credit 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 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 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.

If the sales invoice was created before the purchase was credited, you must also make a credit memo for the sale.

 Sales Credit Memo – Partial from Mass Invoice

After mass reinvoicing to a customer, the user can create a partial sales invoice credit memo.

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 can mark one or more allowance lines that need to be credited.

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 to review.

If the user enters Execute or Execute and print, the system creates a sales credit memo next to the report, posts it, and prints it, if necessary.

The system writes the credit memo number into the credit memo lines of service allowances.