![]() ![]() However, if a customer account has its own credit terms, then these take precedence. Terms can be set at account level for vendors and/or company level for customers. The discounts are calculated in both account and document currency using the document date and the credit terms Set of terms used to determine due dates and discounts for the goods and services bought or sold. Potential settlement discounts and dates are calculated when you post a sales credit note. When you activate a new company, a corresponding company queue is created. New documents are assigned to the company queue A location within the underlying Salesforce platform used to represent a company. The Sales Credit Note object is a company-owned object Custom object that only exists within the context of a specific company. When a sales credit note is "Complete", you can preview and print it in both HTML and PDF format. When a sales credit note is "In Progress", you can preview it in PDF format. Once a document has been discarded, you cannot edit it. This is stored with the record for auditing purposes. A discarded document retains its document number and header details, but its line items are deleted. The document is in the process of being discarded. You can only edit a limited set of fields on a complete document. Once a document is complete, you cannot repost or discard it. A complete document must have associated document line items. You can print preview and edit custom fields only. You cannot edit, discard, manually post, or print a document when it is in this status. Documents in this state are posted in the background by a scheduled job. The reasons why the app might set a document to this status vary by document type, but it might be because it has more than 250 lines, or perhaps more than one document was selected for posting on a list view. The document has been saved and is ready to post. Or discard a document that is in progress. A document that is in progress can have associated document line items. The document has been saved but has not been posted. In addition, this tab lets you view and edit detailed information on each credit note. In addition to using existing views, you can create custom list views for the items most relevant to you. ![]() You can also sort and filter your credit notes using standard and custom list views Give you instant access to specific sets of data. The Sales Credit Notes tab displays a home page that lets you quickly create and locate sales credit notes. See Crediting a Sales Invoice with a Schedule for related information. or income schedule Used to spread the income (revenue) from a sales invoice across a range of accounting periods.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |