Create credit note based on a registered deviation
In order to create a credit note based on a registered deviation, the Customer Deviation (CDV) document have to be in (St:4).
Create a credit note for goods
To open the Customer Deviation (CDV) application, find Finance in the RamBase menu and then Receivables. Click Deviations for invoice or credit to enter the CDV application.
Open the relevant CDV document.
Select the Actions and Calculations folder.
In the Account Actions-section, inspect the values in the following fields and edit if needed:
AccNo - The GL account number the credit note will be posted against.
AccQty - Set the quantity to be credited.
AccPrice - If you are not going to credit the whole price, set the amount to be credited.It is the values in these fields which the credit note is going to be based on.
Press F12 to open the action menu and choose the option Account action.
In the CDV Forward alternatives-popup, select a new or existing credit note. A Sales Credit Note (CCN) is then created and a link to it will appear in the AccDoc field in the Account Actions section on the CDV. If the CCN link is marked (St:1), it is then still in editable mode and are not registered yet.
Click on the magnifier icon next to this field. Verify the content and edit if needed. Note that this is on item level.
To inspect the whole document, click on the Inspect Document icon on the upper right corner of the window.
On document level, press F12 and choose the option Forward to customer. The credit note is then registered (St:4) and may be sent to the customer either printed or by e-mail.