O/E Credit/Debit Notes Screen
Fields and controls
Delivery Method
Specify how to send documents to your customers:
- Select Print Destination to print to your usual print destination.
- Select Customer to use the delivery method specified in each customer record in Accounts Receivable.
If you select Customer as the delivery method, the Message ID field becomes available. Use the Message ID field to select the ID for the message you want to send with emailed documents for customers that use an email delivery method.
Message ID
This field becomes available if you selected Customer as the delivery method.
Use this field to select the ID for the message you want to send with emailed credit notes and debit notes to customers that use an email delivery method.
Use the links to the right of this field to view or edit the message for the selected ID, or to add a new email message for invoices.
Print Bills of Materials Component Items
Select this option if you want printed credit notes or debit notes to show all components in assemblies that are manufactured from bills of material.
Overview
Use the O/E Credit/Debit Notes report screen to print sales returns and other credit notes and debit notes posted to customer accounts in Order Entry.
Credit/Debit Note Formats
Order Entry includes two credit/debit note report formats that you may be able to use:
- OECRN01.RPT. A credit/debit note for laser printer (plain paper version) .
- OECRN02.RPT. A credit/debit note for preprinted forms.
You can use the sample formats or change them to suit your company's requirements.
Credit/Debit Note Printing Options
When printing credit notes and debit notes, you can:
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Print all credit notes or debit notes in a range, or only documents that were not previously printed.
-
Reprint credit notes and debit notes as many times as necessary.
When pricing by weight, and when the order unit of measure is not the pricing unit of measure, the printed unit price may not match the unit price on the transaction entry screens.
The information that appears in the Unit Price column on credit notes and debit notes is calculated by dividing the extended price by the quantity shipped or returned, whether pricing by quantity or by weight.
- If Order Entry does not use the Keep Transaction History option (on the O/E Options screen), Sage 300 deletes information for printed credit notes and debit notes when you run Day End Processing in Inventory Control, preventing you from reprinting these documents after you run Day End Processing.