How To: Copy a Sales Order as a Credit Note
Table Of Contents
You can quickly create a credit note from an existing sales order for the same customer. When copied, all stock items are transferred to the credit note, along with most order information.
Some fields are intentionally not copied and will be recalculated using the customer's current settings. This ensures that any changes made since the original order was created are applied to the new credit note.
Create a Credit Note from a Sales Order
- Open the original Sales Order. For help opening an order, see How To: Open a Sales Order screen (show me how).
- Press F9, or click the down arrow next to the Other Actions button.
- Select 9. Copy Sales Order (as Credit Note), or press 0 if you opened the menu using F9.
- When the confirmation message appears, click Yes.
- Khaos Control will create a new credit note based on the original sales order.
Note: Certain fields are not copied. These fields are re-evaluated using the customer's current settings, even when copying the order for the same customer.
Fields Not Copied
The following information is not transferred to the new credit note:
- Sales Order code
- Sales Order dates (Created Date and Delivery Date)
- Invoice Priority
- Pre-payment amount
- Pay Code
- Associated Reference
- Courier
- Date Sent
- Taxable Status
- Stock item values that are recalculated individually, including:
- Tax rates
- Back ordered quantities
- Quantity sent
- Quantity returned
- Price List prices
Information That Is Copied
The following information is carried across to the credit note:
- Stock items (excluding the fields listed above)
- Stock quantities ordered
- Agents
- Branding
- Keycode
Additional Information
When a credit note is created from a sales order, Khaos Control validates customer and stock information against current records. This helps ensure that any updates made since the original order was created are reflected on the new document.