The Credit Delivery Agreements are used to reverse a closed Delivery Agreement and make the Trade Items available again.
There are two ways in which a Credit Delivery Agreement can be created.
Click here to see how to post a Credit Delivery Agreement.
1. Create a Credit Delivery Agreement from a Delivery Agreement
Find the Delivery Agreement to be credited and ensure that the status is equal to closed Closed and that it is linked to a Posted Sales Invoice. Then click General > Create a Credit Delivery Agreement. This action creates a credit delivery agreement and copies the information from the delivery agreement to it.
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A new page opens, where the user selects the Delivery Agreement Lines to credit. In in the left tab, select the line(s) to credit, and then click From Agreement > Select line(s) in the ribbon to move the line(s) from left to right (from Lines for Selection to Selected Lines).
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The system creates a new Credit Delivery Agreement for the selected Delivery Agreement lines.
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For each The Credit Delivery Agreement line (in this example there are two lines of the same product and therefore this will be done twice), select the trade items that were returned by clicking Process > Select Trade Items in the Credit Delivery Agreement ribbon.
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A new page opens where the user moves the closed trade items back to the trade items inbound lines. Click on the line and then Reservation > Reserve Trade Item.
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To move between the items in the credit delivery agreement lines click Agreement Lines and then Previous or Next depending on whether the user wants to go to the previous or next line. View the header to see which line the user is located in (highlighted in yellow below).
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The reservation is repeated for all item lines.
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is then ready to be posted since the lines are green and bold.
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2. Create a Credit Delivery Agreement
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Post a Credit Delivery Agreement
Release the Credit Delivery Agreement.
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If so configured, then the returned trade items are reserved back to the original Delivery Agreement and the Delivery Agreement Lines regain their green and bold font. Alternatively the trade items are returned to free stock.
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