Inserting Optional Fields on Credit/Debit Notes
Note:
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Optional fields must be assigned to the credit/debit note form (using the Optional Fields setup form) before you can insert them on credit notes or debit notes.
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Fields on the Optional Fields tab apply to the complete credit/debit note.
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Fields on the Optional Fields popup form for a single transaction detail apply only to the detail.
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You require Transaction Optional Fields security access to insert or remove optional fields from O/E transactions.
To
insert an optional field for a credit note or debit note
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Open the Credit/Debit Notes transaction form.
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Select a Customer Number, and fill in the fields on the Credit/Debit Note tab and grid as needed.
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Click the Optional Fields tab.
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Click the Finder in the Optional Field column and select an optional field from the list that appears. (The list displays optional fields assigned to Credit/Debit Note Entry in the O/E Optional Fields setup form.)
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Click the Finder in the Value column and select a Value from the list that appears. (Values are the values assigned in Common Services when the optional fields were created. If none appear, you can add a value or leave it blank.)
To
insert an optional field on a credit note or debit note detail
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Tab to the optional field column in the transaction detail grid (or go to the Optional Fields checkbox on the zoomed transaction entry form (click the Item/Tax button).
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Click the Zoom button on the Optional Fields column (or beside the Optional Fields checkbox).
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Using the Finders, select optional fields and values.
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Click Close.
Note that the entry in the Optional Fields column changes from No to Yes when you add optional fields, and the Optional Fields checkbox is checked.
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Continue with the transaction, and post as usual.
If you use the same optional fields in Accounts Receivable as in Credit/Debit Note Entry, the optional field information from the Order Entry transaction appears with the transaction in Accounts Receivable.