Editing Sales Credit Notes

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 EditionClosed The 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 might need to return to Classic EditionClosed The 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.

If you are using the Sales Credit Note's Lightning page then you will find the Edit button in that page.

For a full description of the standard fields that make up a sales credit note, see Sales Credit Note Fields. Potentially editable fields are marked with an E in Sales Credit Note Fields.

We do not recommend changing a default value if it is applicable to the line item that you want to add or edit.

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.

Note:
  • [Lightning Experience Only] When you have more than one current company selected, you can update a sales credit note for any of the currently selected companies. You do not need to change the current company. Administrators can update sales credit notes for any of their user companies, regardless of their current company selection.
  • You can change the document company on a sales credit note with the status "In Progress" as long as the sales credit note has no lines.

Amending Posted Sales Credit Notes

To amend the contents of a limited set of fields on a posted "Complete" sales credit note:

  1. Click Amend Document on the credit note detail page and, in some organizations, Amend Line on the line item detail page. If you do not see these buttons in Extended Edition, contact your administrator. This button is available as Amend Details on the Sales Invoice's Lightning page. The following fields become editable:
  2. Make your edits, and when you are finished, click Save.

To amend the details of multiple sales credit notes using Lightning:

  1. Click the Sales Credit Notes tab.
  2. Select a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your own list view.
  3. Use the checkboxes on the left to select the sales credit notes that you want to amend. We recommend selecting no more than 200 credit notes.
  4. Click Amend. The window for amending sales credit notes displays. If this button is not available, contact your administrator, or see the Salesforce Help for more information about adding buttons to list views.
  5. Do one of the following for each field you want to amend:
    • To specify a new field value for the selected sales credit notes:
      Enter or select the field value you want. New field values overwrite the existing ones. If you leave the field blank, its values are not amended.
    • To clear a field's values from the selected sales credit notes:
      Select the checkbox under each non-mandatory field you want to clear. This sets the field's values on the selected sales credit notes to "None". When selecting a checkbox to clear field values, leave the related field blank. Selecting the drop-down value "None" manually does not clear field values on the selected credit notes.
  6. Click Amend.
Notes:
  • You cannot amend non-editable or mandatory fields.
  • You cannot use the checkbox value --None-- to amend field values.

The changes that you make are also automatically reflected in both the related transactionClosed A 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.

Note 1:

The ability to edit custom fields that have been set up for sub-analysis mapping is controlled by the Enable Edit Sub-Analysis (after posting) field in the Accounting Settings custom setting. If you cannot edit these fields on a posted document, contact your administrator.

Notes:
  • The ability to edit dimensions on a posted document is controlled by the Enable Edit Dimensions (after posting) field in the Accounting Settings custom setting. If you find you cannot edit dimensions on a posted document, contact your administrator.
  • If you edit a pre-existing dimension on a posted document, the new one must have the same currency as before, or be home, document or dual currency. If you add a new dimension to a posted document where one didn't exist previously, it must be in document, home or dual currency.
  • You cannot edit dimensions on a posted document if its period is closed. This validation is unaffected by the custom setting.
  • You can use the standard Salesforce tracking field history feature on the transaction line item custom object to track changes to these fields. See the Salesforce Help for more information. Remember to add the Transaction Line Item History related list to your page layout.
Warning:

Amendments that you make to a posted source document with intercompany lines are not passed through to the destination document.