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Calls

New Deal / Service Call Credit Notes

1. Credit a Cancelled Order
2. Credit Incorrect Stock & Re-Invoice Correct Stock
3. Credit Over-Supply
4. Credit and Re-Invoice Correct Selling Price

1. Credit Cancelled Order

1. Re-instate Work Order (if closed)
2. Create Credit Note
3. Credit Note Approval
4. Return Stock to Stores
5. Close Work Order

2. Credit Incorrect Stock & Re-Invoice Correct Stock

1. Re-instate Work Order (if closed)
2. Create Credit Note
3. Credit Note Approval
4. Return Stock to Stores
5. Raise Request for Correct Stock
6. Part Request Authorisation
7. Issue Stock
8. Raise Invoice
9. Close Work Order

3. Credit Over Supply

1. Re-instate Work Order (if closed)
2. Create Credit Note
3. Credit Note Approval
4. Return Stock to Stores
5. Edit Part Request Quantity
6. Close Work Order

4. Credit and Re-Invoice Correct Selling Price

1. Re-instate Work Order (if closed)
2. Create Credit Note (do not select option to return stock to store)
3. Credit Note Approval
4. Raise Invoice (ensure selling price is correct)
5. Close Work Order