Adjustments On Credit Notes
Above, we described how a credit note is a separate document that contains the cancellation details of the various bill segments that appeared on a given bill. Some implementations also want the adjustments that appeared on the original bill to be cancelled when a credit note is produced. Then, when the next bill is produced for the customer, they want these same adjustments reproduced. The following points describe how to implement this functionality:
- Plug in a Bill Completion algorithm on the applicable Customer Classes. A base-package algorithm (C1-CN-RADJ) will reverse a bill's adjustments when a credit note is completed.
- Plug in a Post Bill Completion algorithm on the applicable Customer Classes. A base-package algorithm (C1-CN-ADNB) will recreate the adjustments on the original bill after the credit note is completed. These adjustments will be swept onto the next bill produced for the account.
You can restrict the above functionality to specific adjustment types (for whatever reason). You do this by putting a given char type / char value on the adjustment types that should be reversed and recreated when a credit note is created. You define this char type / char value combination as parameters of the two algorithms described above.
When the original bill contains adjustment cancellations. The above discussion explained how adjustments can be canceled on a credit note and then recreated on the next bill. These same algorithms also do the opposite, i.e., if the original bill contains an adjustment cancellation, the credit note will contain the recreated adjustment, and the next bill will contain its cancellation. Without this, the credit note would not be the reversal of the bill (and this is how some organizations operate).