Differences

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--- returning_goods:receiving_from_customer [2023/01/30 17:13] – Gary Willetts
+++ returning_goods:receiving_from_customer [2023/01/30 17:32] (current) – [Creating a customer credit from a finalised customer invoice] Gary Willetts
@@ Line 79: / Line 79: @@
 ===== Creating a customer credit from a finalised customer invoice =====
-If a user has the //Return stock from customer invoices// preference set (see the [[admin:managing_users#permissions_tabs|25.15. Managing users]] section for details), then, when they open a finalised cuatomer invoice, a **Return selected lines** button will be displayed:
+If a user has the //Return stock from customer invoices// preference set (see the [[admin:managing_users#permissions_tabs|25.15. Managing users]] section for details), then, when they open a finalised customer invoice, a **Return selected lines** button will be displayed:
-{{ :returning_goods:supplier_invoice_finalised_return_button.png?600 |}}
+{{ :returning_goods:pasted:20230130-172400.png?600 |}}
 Select the lines you wish to return by clicking on them in the table (the usual Shift and Ctrl/Cmd+click and Ctrl/Cmd+A combinations are available) then click on the button to see the window where you enter the number of packs you wish to return:
-{{ :returning_goods:return_from_si_select_num_packs.png?600 |}}
+{{ :returning_goods:pasted:20230130-172424.png?600 |}}
-Each line you selected on the supplier invoice is shown in the table. In the //Number of packs to return// column, enter the number of packs you wish to return for each line. If you wish, select the reason for return in the drop down list in the top right hand corner of the window. This drop down list is populated with your supplier credit transaction categories (see the [[other_stuff:transaction_categories|22.07. Transaction categories]] section for details on this).
+Each line you selected on the customer invoice is shown in the table. In the //Number of packs to return// column, enter the number of packs you wish to return for each line (this number must be equal to or less than the number of packs for this line on the customer invoice). If you wish, select the reason for return in the drop down list in the top right hand corner of the window. This drop down list is populated with your customer credit transaction categories (see the [[other_stuff:transaction_categories]] page for details on this).
-When you're done, click on the //OK// button. mSupply will check you have the quantity you selected in stock. If you do not, you will be warned and you must set a different quantity. If all is well you are asked for confirmation and then a finalised supplier credit (with the transaction category you selected in the //Reason for return// drop down list) is created for you, which you can view as described in [[returning_goods:returning_to_supplier#viewing_supplier_credits|Viewing supplier credits]].
+When you're done, click on the **OK** button. You are asked for confirmation and then a finalised customer credit (with the transaction category you selected in the //Reason for return// drop down list) is created for you, which you can view as described in [[returning_goods:receiving_from_customer#viewing_and_editing_customer_credits|Viewing and editing customer credits]].
-If the supplier is a store, you will be informed that a customer credit has automatically been created in the supplier's store, just as when you create a supplier credit manually. Note that, if you selected a reason for the return, mSupply will look for a customer credit transaction category with a code matching that of the reason you selected and, if it finds one, will apply that to the customer credit.
+It makes no difference whether this customer invoice is a stock transfer or a normnal customer invoice: a finalised customer credit is created in either case.
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