• When needing to pass a partial or a full credit note on an invoice, the following steps will help to generate the credit note quickly:
• Open the Credit Note screen
• Select the Open button at the top of the screen
• On the top right of the Credit Note Maintenance screen, select "INV", as below:
• Select the rest of the filters to find a specific invoice and click on the "Find" button.
• Right click on the relevant document displayed and select either "Load as linked" or "Load as Template" from the menu.
• Notice the difference between the two on the open Credit Note main transaction screen: "Load as Linked" limits the editing of the Module, Item, Item description and Warehouse fields, whereas "Load as Template" does not.