Accounts Receivable > Sales Returns > Create Sales Return > Create Sales Return with Invoice #

To enter relevant information in the Information page of the Sales Return with Invoice # function, perform the following steps:

1.You may click the Expand () button in the Customer Details area. Clicking the Expand button will display read-only customer related information such as customer address, ATD/YTD sales, open credit, past due, credit hold, sales quote, credit limit, balance, open order, un-invoiced shipment and available credit. These information comes from the customer record.

2.Review the default values in the editable fields. Accept the default values or enter new values in the following fields:

oShip Via

This field displays the method of shipment assigned to the invoice transaction for which the sales return refers. Accept or amend the default value in this field. You may click the List box button to select a different ship via code.

oFOB

This field refers to the point at which the ownership of the goods is transferred to the customer. The default value comes from the invoice transaction for which the sales return refers. Accept or amend the default value in this field. You may click the List box button to select a different F.O.B. code.

oSalesperson

This field shows the number of the salesperson who was credited with a commission, if there was any, from the sale. This field is required if the track revenue by salesperson is activated in the Accounts Receivable module.

oCustomer PO #

This field shows the customer’s purchase order number for the sales order. Accept or amend the default that comes from the invoice to which the sales return refers.

oOrdered by

This field shows the name of the person who placed the order for the customer. Accept or amend the default that comes from the invoice to which the sales return refers.

oOrder Date

This read-only field shows the date that the customer placed the sales order for which the sales invoice was created for.

oReturn Date

This field shows the date when the line items in the invoice will be recorded as returned. The default date is the system date when the sales return transaction is created. You may accept or amend the default date.

oCommission

Accept or amend the commission code in this field. You may click the List box button to select a different commission plan. The default value comes from the invoice for which the sales return refers.

oRemark #

Accept or amend the system remark shown in this field. The default comes from the invoice transaction for which the sales return refers. You may click the List box button to display all available remark records existing in AccountMate Enterprise; then, click the appropriate remark code to select. Once you enter a system remark code in this field, the corresponding remark will be displayed in the area below this field. You may also enter your remark directly in this area. This remark will appear in the invoice document.

Information Page

Information Page

See Also