Manage deviation on a Sales invoice (CIN) that has been registered and sent to a customer
If there is anything wrong in the Sales invoice (CIN) that was created in the Project orders pending invoicing (POP) application and sent to the customer, it can be forwarded to a Sales credit note (CCN) the ordinary way. Note that it is not possible to credit only a part of the quantity on a Sales invoice item (CINITEM).
As long as the Sales credit note (CCN) is still in Status 1 (pending registration), the application for showing details for which billing basis is the basis for the Sales credit note item (CCNITEM) can be started. The user can then select which item(s) to credit, if not all should be credited. The same rules for Material and Expenses based on supplier transactions apply here: the user either has to choose all or nothing of the billing basis. The billing basis for Material and Expenses that is credited will be reverted to the project order as something that is pending invoice, so it is possible to invoice it again. If expenses based on expense logs should not be invoiced again, the related expense(s) can be deleted. It will then be deleted from the billing basis. The price on the Sales invoice (CIN) is controlled by changing the accrued price on the Project order item (PODITEM). Accrued price will be set equal to remaining estimated price if Markuppct is disabled.
If hours have been credited, the Work log (WOL) will be reverted. This means that the new Work log (WOL) in Status 3 must be edited and approved to be added back as billing basis pending invoice in the project order.
If material is returned to stock via Customer deviation (CDV), a Sales credit note (CCN) should be created by the ordinary process for crediting in the Customer deviation (CDV) application.
It is also possible to create a negative billing basis by creating a project order item with the Expenses category based on Expense logs (EXL) and add a negative price. (This could be relevant if the seller owes the customer a discount, or wants to clear up invoicing/pricing errors.)