Credit Delivery Agreements

Owned by Arna María Ólafsdóttir (Unlicensed)
Last updated: Jun 04, 2024 by Arna María Ólafsdóttir
3 min read

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.

  1. Create a Credit Delivery Agreement from a Delivery Agreement

  2. Create a new Credit Delivery Agreement

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 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.

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).

To select multiple lines, click on the three dots and then Select More.

 

The line(s) should now be under the Selected Lines tab. Click To Agreement > Create Document to create a Credit Delivery Agreement.

The system creates a new Credit Delivery Agreement for the selected Delivery Agreement lines. The Credit Delivery Agreement is then ready to be posted since the lines are green and bold.

2. Create a Credit Delivery Agreement

Work in progress.

Post a Credit Delivery Agreement

Release the Credit Delivery Agreement.

Then click Invoicing > Create Posting Document.

 

The status of the agreement is automatically changed from Released to Posting and the new Credit Sales Invoice opens up. Click Posting > Post to post the credit invoice.

The system will ask the user to confirm whether they would like to credit the delivery agreement. Click Yes to confirm.

The system then confirms that he Credit Memo has been posted. Click Yes to open the Credit Memo and No to close the window.

Return to the Credit Delivery Agreement where the Status is now Closed and the counter for Posted Credit Sales shows 1.

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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