To update selected details on an "In Progress" sales credit note, click Edit on a sales credit note detail or list page and then change the fields you want to update. In Extended EditionThe view of the application that you see when you install one of the extension packages (such as the Cash Entry Extension package). For invoices, credit notes, and journals Extended Edition is integrated into the main package, but must be configured. organizations you may need to return to Classic EditionThe view of the application that you see when you first install the base managed package. to make these changes. In this situation, click Classic Edit instead.
See Sales Credit Note Fields for a full description of the standard fields that make up a sales credit note.
For information about maintaining the lines on an existing credit note, see Sales Credit Note Line Items.
When you have finished, click Save. You can also click Save & New to save the current document and immediately begin to create another.
To amend the contents of a limited set of fields on a posted "Complete" sales credit note, click Amend Document on the credit note detail page and, in some organizations, Amend Line on the line item detail page. If you don't see these buttons in Extended Edition, contact your administrator.
The following fields become editable:
Make your edits, and when you are finished, click Save.
Potentially editable fields are marked with an E in Sales Credit Note Fields.
The changes that you make are also automatically reflected in both the related transactionA record created when documents are posted to the general ledger. Transactions must balance (sum to zero) in home, dual, and document currency. and the appropriate balances. The type of balances that are updated automatically depend on how your organization has been configured.