Editing 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:
• Due Date
• Credit Note Description
• Customer Reference
• Credit Note Reason
• Line Descriptions
• Dimensions 1–4 (see Notes)
• Custom fields that have been set up for sub-analysis mapping Mapping of custom fields at header and line level for the purpose of profitability reporting. (see Note 1)
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.