O/E Credit/Debit Notes Screen

Open Order Entry > O/E Forms > Credit/Debit Notes.

Click Close to close the screen.

Click Print to print credit notes or debit notes and set document status to "Printed."

Click Align to print a test copy to verify that the information is aligned correctly on a preprinted form.

Note: Clicking Align does not set document status to "Printed." To set document status to "Printed," you must click Print.

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, select the ID for the e-mail message you send with e-mailed documents for customers that use an e-mail delivery method.

Specify whether to print credit notes or debit notes.

Select a credit note or debit note, or specify a range of credit notes or debit notes to print.

Select this option if you want to reprint credit notes or debit notes that were printed previously.

If you selected Customer as the delivery method, select the ID for the message you want to send with e-mailed credit notes and debit notes to customers that use an e-mail delivery method.

To view or edit the message for the selected ID, or to add a new e-mail message for invoices, click the Zoom Zoom button button for this field.

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.

Select this option if you want printed credit notes or debit notes to show all components in kit assemblies.

If you use Serialized Inventory and Lot Tracking, select this option to include serial numbers or lot numbers with serialized or lotted items on the credit notes or debit notes.

Select this option if you want printed credit notes or debit notes to show retainage amounts.

Note: This option appears only if you use Project and Job Costing and Accounts Receivable uses retainage accounting.

Select a report format for printing the credit notes or debit notes. The following sample formats are included with Sage 300:

  • OECRN01.RPT. A credit/debit note for laser printer (plain paper version) .
  • OECRN02.RPT. A credit/debit note for preprinted forms.

Select this option to use a customized report format that does not use the selection criteria usually used by this report.

Important! Do not select this option unless you are using a customized credit note or debit note form that requires it.

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.

Note: You can use Crystal Reports or Crystal Info to include other information in credit notes and debit notes, change the layout to suit your needs, or create your own forms.

Credit/Debit Note Printing Options

When printing credit notes and debit notes, you can:

  • Print test copies of credit notes and debit notes to check the alignment of your forms in your printer.

  • 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 you want to review information before printing, or to print a test copy and verify that information is aligned correctly on a preprinted form, click Align.

    Clicking Align does not set document status to "Printed." To set document status to "Printed," you must click Print.

  • 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.