Exclude Fields on Convert to Credit Note

This Feature Console page allows you to exclude custom fields from being copied to credit notes during Convert to Credit Note. Excluded fields are empty on the resulting credit note.

This feature has one step which lets you select the custom fields that you want to exclude from the Convert to Credit Note process:

  1. Click Launch.
  2. To exclude header level or line level custom fields, move them from the appropriate Available list to the corresponding Selected list.
  3. Click Save. The step's Status changes from "Not Done" to "Done".
  4. Now use the Status slider in the Feature section to enable the feature.

You can edit the list at a later date by clicking Edit and changing the selected fields. If you delete a field that has been excluded, it is automatically removed from the Selected list at header or line level.