Credit Notes Search

T he correct process to reverse a posted invoice affecting stock is by raising  and processing  a credit note 

 this process will offset the original invoice. 

 the below demonstrates the manual capturing of this process 

 Video Training Manual 2016 - Click Here 

 

 

 

 Functions Drop Down 

 

 

 

 

 Reminder 

 Allows you to create a reminder for a particular credit note 

 

 

 Import credit Note 

 Allows you to import credit notes into the system 

 

 

 

 

 

 Import credit note 

 

 Click on the Select File button. This will open a window allowing you to navigate to the location of the file to be imported. 

 Click on the Upload button to upload the file onto the Huge ERP system, where the actual import will take place. 

 Once the upload has been successfully, completed click on the  Import button to initiate the actual import process. 

 A Credit Note Import Report will open, indicating any errors that may have occurred during the import or displaying a success message if there were no errors. 

 If there were any errors during the import, the entire process will be rolled back, meaning no Credit Notes will be imported. 

 The file to be imported must be in CSV format.