-making the return
-relation of original invoice and credit invoice(return)
1. 1st step is to create invoice in Erply back-end
-Open invoices module
-Select Invoice-Waybill (see “sales document types” guide for explanation of all types)
-Fill necessary data
-Once Save- # will be assigned to the Invoice-Waybill:
*Invoice creation now complete.
2. Creating Return document from Original Invoice-Waybill
-Locate the original INVOICE –Click to open:
-Select MORE drop down—”CREATE CREDIT INVOICE:
-Page will refresh to “CREDIT INVOICE” Form:
-Clarify which items to be returned
-CONFIRM–SAVE to finalize:
-Once Confirmed–t# will be assigned to the Credit invoice:
3. Relation Between the original invoice & Return(Credit invoice)
-Search in INVOICES module either the # of Original Invoice, or # of the Credit Invoice(return)
-Once located, you will notice that the related document is listed on the far right of the line.
-Here you can see search by the Credit Invoice # (100474K), I can see related Invoice (100473 in yellow):
-Can click the link to related document to open and display it.