Accessed via the Sales and Sales Ledger Menus. Also INPUT CREDIT from the invoice screen.
If accessed via INPUT CREDIT from the Sales UAM Invoice screen, the customer and invoice number will be automatically defaulted and all items from the transaction pulled through for potential credit.
A Direct Credit is a transaction generally NOT associated with a despatch. Therefore the transaction can be related specifically to an item or charge and always associated with a customer. Although a credit linked to an existing invoice can be made from here.
The Direct Credit process is a "wizard" style transaction
Initial information regarding the Invoice is required, or left blank to credit by customer only. Once selected, the option to select the Warehouse, add a Credit Reason code, a Credit Charge code and value as well as any Header Notes for this Credit.
If the credit is related to stock then you also have the choice to make the credit Stock Adjusting, meaning once credit the stock will increase by the quantity credited. Unless linked to an invoice the stock will be under a new lot number and at the current average cost.
Upon NEXT the item required for credit is requested. If the credit is charge related and not item, BACK or ESC can be activated at this point.
Once an item is selected the negative quantity must be entered and then the price of the item. Select NEXT at which point the cost will be displayed and the notes field will be available for entry.
On completion of this line the option to add another item is given. BACK or ESC will exit this mode.
The details of the transaction thus far will be shown.
The top frame details the customer and transaction type while the bottom of the screen shows the lines waiting for credit and any related notes. Access to these areas can be made from the HEADER and LINE NOTE options.
If the details of your transaction are complete OR no item lines have been added, select FINISH.
At this point the option to adjust stock is given. Then the Credit value breakdown is shown.
On OK the transaction will complete showing the Credit number. If CANCEL the transaction will abort.
The option to add the next Direct Credit is given CANCEL will exit this option.