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Sales

Credit Notes - Reject Credit Note

Ribbon Access:   Sales   >   Credit Notes

1. The Sales Credit Notes listing screen will be displayed.
2. Select the Site where the credit note can be located.
• The example has Durban selected.
3. Change the Status to Released.
4. Click on the row of the credit note you wish to reject.
5. Click on Reject Cr Note.

Short cut key: Right click to display the All groups menu list. Click on Reject.

6. When you receive the Input Validation message to confirm;
   • Are you sure you want to Reject cr note no. CN[credit note number]?
7. Click on Yes to proceed, or
   • Click on No to ignore the request .

Credit Note Rejection Comments

If you did not enter a rejection comment for the credit note, then BPO will prompt you to do so.

8. When you receive the message requesting;
   • Please add the rejection comment against this credit note?
9. Click on OK to proceed.

10. The comment text box will display, allowing you to type the rejection comment.
11. When you have completed the comment, click on Save.

12. When you receive the Credit Note Authorisation message to confirm that;
    • The Credit Note no., CN[credit note number] has been declined successfully.
13. Click on OK.

The rejected credit note can now be viewed in the Sales Credit Notes listing screen, where the Status is set to Declined.