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Sales Credit Note Line Items

In this topic you must choose your edition of our application. If you are unsure, contact your administrator.

The Line Items section of a sales credit note is where you specify the items (products and services) that you want to include on the document.

See Sales Credit Note Fields for a description of the standard fields that make up a credit note line item.

If you need to create a sales credit note of more than 80 lines, see What is Enterprise Billing? for more information.

Classic Edition

Adding new lines

There are two ways to add new line items to a sales credit note:

• Searching for a product in a price book
• Using the New Line button

Searching for a product in a price book

To a add new line item by searching for a product in a price book:

1. Enter a partial product name or code in the Price Book Search section.
2. Click Search.
3. Select one or more products.
• If you only want to add one line item, click on the right-hand side of the relevant line.
• If you want to select multiple products, set the appropriate checkboxes on the left-hand side and then click Add Selected Lines.
4. New line items are added to the document with a default quantity of 1.00 and the default income schedule defined on the product if it has one. You can now add to or edit the default values as required. If the product has a default income schedule, but you do not want to use it, clear the Income Schedule field on the line item or use the lookup icon to select a different schedule.
5. Press Tab or reposition the cursor with the mouse to move on.

Using the New Line button

To add a new line item by using the New Line button:

1. Click New Line. This button is unavailable until an invoice or credit note currency has been set, and a valid product has been specified on all existing line items.
2. Enter a full or partial product name, or click the lookup icon to search for a valid product.

   If the specified product is found, a new line is enabled with a default quantity of 1.00 and the default income schedule defined on the product if it has one.

   If the product has a price book in the same currency as the document, its price is retrieved. Otherwise, a unit price of zero is used as a default.

3. [Optional] Override the derived general ledger account (the default is taken from the product).
4. [Optional] Change the quantity from its default value.
5. If the product has a default income schedule, but you do not want to use it, clear the Income Schedule field on the line item or use the lookup icon to select a different schedule.
6. You can now edit the unit price and tax details as required.

Adding further analysis and a line description

To add up to four analysis dimensionsCustom objects that allow you to analyze the activity in your business in additional ways, such as by cost center, project, employee, or any other business entity important to you. and a description to a selected line:

1. Click the expander icon next to the line number to display an expander panel.
2. Specify up to four custom analysis dimensions to attach to this line. Use the lookup icons to search for an appropriate dimension record. See What are Analysis Dimensions? for more information. Any custom fields that have been set up for sub-analysis mappingMapping of custom fields at header and line level for the purpose of profitability reporting. at line level are displayed immediately below the Dimension analysis fields.
3. Type the new or amended line description. This will appear on the printed document immediately after the product name.
4. When complete, click the expander icon, or choose another line, to hide the current panel.

If your administratorOne or more individuals in your organization who can configure and customize the application. Users assigned the System Administrator profile have administrator privileges. has set up custom fields on your sales invoices or credit notes, these fields may be listed under Additional Information on an expander panelPanels that are initially hidden when the page is loaded. They allow you to enter, and subsequently view, additional attributes of the related field or line item, such as further analysis or a line description. in Classic EditionThe view of the application that you see when you first install the base managed package.. (These are separate from custom fields set up for sub-analysis mapping.) See Custom Fields on Sales Invoices and Credit Notes for more information.

Modifying tax on a line

The method used to modify tax at the line item level, depends on the current tax mode.

Sales and Use Tax

To modify tax on a selected line, if the current tax mode is "Sales and Use Tax":

1. Click the expander icon next to the Tax Rate field to display an expander panel.

   The derived tax rates depend on the sales tax statuses set on the corresponding account and product details. See About Tax for more information on the effect of sales tax statuses.

2. [Optional] Modify one or more of the three default tax codes. This will update the tax rate in the adjacent field and the calculated tax value column.
3. [Optional] Override the derived tax rate. The calculated tax value will be updated accordingly.
4. When complete, click the expander icon, or choose another line, to hide the current panel.

Value Added Tax/Goods and Services Tax

To modify tax on a selected line, if the current tax mode is "Value Added Tax" or "Goods and Services Tax", either:

• Change the tax code on the line, or
• Modify the tax value directly.

Combined Tax

To modify tax on a selected line, if the current tax mode is "Combined":

1. Enter the parent tax code in the Combined Tax Code field.
2. Click the expander icon next to the Tax Rate field to view the tax breakdown for the related child tax codes.

Extended Edition

Adding new lines

There are two ways to add new line items to a sales credit note:

• Using the New Sales Credit Note Line Item button.
• Using the Manage Lines button.

To add a new line item using the New Sales Credit Note Line Item button:

1. Display the detail page for the "In Progress" sales credit note that you want to add lines to.
2. Scroll down to the Sales Credit Note Line Items section.
3. Click New Sales Credit Note Line Item.
4. If you want to accept any or all of the default values, keep the relevant Derive checkboxes selected and leave the corresponding fields blank. To specify custom values, enter them into the appropriate field. There is no need to deselect the Derive checkbox.
5. Enter a full or partial product name and/or click the lookup icon to search for a valid product. If the product has a price book in the same currency as the document, the Derive Unit Price checkbox is selected and the Unit Price field is blank, a unit price is retrieved on save.
6. [Optional] Enter a line description.
7. [Optional] Override the derived general ledger account (the default is taken from the product).
8. [Optional] Change the unit price and quantity from their default/derived values.
9. [Optional] Specify up to four analysis dimensionsCustom objects that allow you to analyze the activity in your business in additional ways, such as by cost center, project, employee, or any other business entity important to you. to attach to this line.
10. Click Save to save the line item. You can also click Save & New to save the changes to the current line item and begin to create another.

To add a new line item using the Manage Lines button:

1. Display the detail page for the "In Progress" sales credit note that you want to add lines to.
2. Click Manage Lines.
3. Enter a full or partial product name and/or click the lookup icon to search for a valid product.

   If the product has a price book in the same currency as the document, its price is retrieved.

4. [Optional] Override the derived general ledger account (the default is taken from the product).
5. [Optional] Change the quantity from its default value of 1.00.
6. [Optional] Edit the unit price and tax details as required.
7. [Optional] Edit any custom fields your administrator may have added to the grid.
8. [Optional] Click Add New Line to add another line and repeat.
9. When you are finished, click Save.

See the section on data entry grids in Entering and Editing Data for more information.

Removing lines

To remove an existing line item, either click the Remove Line icon on the right-hand side of the relevant line or Del on the left-hand side depending on your view of the application.

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