Understanding How to Associate Sales Order Invoices to Credit Notes

You create credit notes in the JD Edwards EnterpriseOne Sales Order Management system to amend invoices for sales order transactions. For example, you might create a credit note when a customer returns goods to you because of damage to the goods.

You must include in VAT reports information about the credit note that modifies an invoice. To include the credit note information, you must associate the credit note to the invoice or invoices that it modifies. You can use the standard software process to generate a credit order from history, or you can use an Italy-specific program in the JD Edwards EnterpriseOne Sales Order Management system to create the association between the credit note and the invoice.

When your Localization Country Code is set to IT (Italy) in the User Profile Revision program, the system displays the Invoices Related to Sales Order form when you select Regional Info from the Form menu on the Sales Order Detail Revisions form. The processing options that you set in the PO - Localization Sales Order Entry program (P74Y2210) define the information that is required or allowed on the Invoices Related to Sales Order form. The system also uses these processing options to determine the invoices from which you can select when you use the search function for the Document Number field on the Invoices Related to Sales Order form.

Note: You must use the Invoice Print program (R42565) when you process credit notes because you must generate one and only one invoice. You cannot use invoice consolidation when you generate invoices for credit notes because the result of invoice consolidation might be invoices for transactions for separate years. You can associate credit notes only to invoices for the same year for sales order transactions.