5.1.2 Create Credit Notes using Templates

This topic provides systematic instructions to create a credit using a template.

You can save the data entered during credit note creation, as a template. This option is available upon successful creation of a credit note. You can use this template in the future to create credit notes for the same program and associated party. This saves the efforts of re-entering the data.

User must have valid corporate login credentials.

To view and use templates for creation of credit notes:

1. From the Dashboard, click the Toggle Menu, then click Receivables/Payables, Receivables/Payables Management, and Create Credit Note.
   The Create Credit Note screen appears.

   Figure 5-8 Create Credit Note

   
   

   
   Description of "Figure 5-8 Create Credit Note"

   
   
2. On navigating to the Create Credit Note screen, click Create New Credit Note.
   The Create Credit Note screen appears.
3. Click the Template tab.
   A list of existing templates appear.

   Figure 5-9 Create Credit Note – Template tab

   
   

   
   Description of "Figure 5-9 Create Credit Note – Template tab"

   
   

   Table 5-5 Create Credit Note – Template - Field Description

   Field Name	Description
   Party Name	Select the party name from the dropdown list in which the credit note must be created. By default, the primary party/gcif of the logged-in user is selected. Note: Only accessible parties are displayed to the user.
   Search	Specify the partial or full name of the template to search for specific templates. As you type the name, the relevant templates appear in the list.
   Template Name	Displays the name of the credit note template, as a hyperlink. Click this hyperlink to open the New Credit Note screen, with the template details populated in the respective fields.
   No. of Credit Note Saved	Displays the number of credit notes saved under the template.
   Created By	Displays the name of the corporate user who created the template.
   Last Updated	Displays the last updated date of the credit note template.
   Action	Click to delete the credit note template.

4. Navigate through the pages to the required template, or use the Search field to find a specific template.
5. Click the desired Template Name link. The template details are populated in the New Credit Note tab.
6. Optionally: Click against the template to delete the existing credit note template. A popup message appears to confirm the deletion.
   • Click Yes to delete the credit note template.
   • Click No to cancel the deletion of the credit note template.
7. Add or modify the required details.
8. Click Save to save the credit note. Or, do one of the following:
   • Click the Save and Copy link to create a copy of the credit note in editable mode.
   • Click the Add Credit Note link at the bottom of the screen, to add another credit note.
   • Click at the top right corner of a credit note, to delete it.
   • Click at the top right corner of a credit note, to clear the existing data.
9. Click Submit. The Review screen appears. Or, do one of the following:
   • Click Cancel to cancel the transaction.
   • Click Back to go to the previous screen.
10. Review the details and click Confirm. A confirmation message appears with the reference number and status of the transaction. Or, do one of the following:
    • Click Cancel to cancel the transaction.
    • Click Back to go to the previous screen.