Credit Invoices to Sales Credit Notes

Order and Inventory Management – FinancialForce Connector enables you to create sales credit notes in Accounting from partial or full credit invoices issued to your customers in Order and Inventory Management, so that your Accounts Receivable department can process the sales credit note.

For more information about these objects, see the following:

• Credit Invoices
• What is a Sales Credit Note?

Eligible Credit Invoices

For a sales credit note to be created from a credit invoice, all the following must be true:

• The related Order and Inventory Management invoice must be linked to a completed sales invoice in Accounting.
• The related Order and Inventory Management invoice must not be linked to a sales credit note in Accounting. This happens when a sales credit note is created as part of the void process.
• The credit invoice must not be linked to a billing document.

Creating Sales Credit Notes

You can create sales credit notes from credit invoices in several ways:

• Manually, by clicking Create Sales Credit Note on the credit invoice record page. For more information, see Creating a Sales Credit Note from a Single Credit Invoice.
• Manually, by clicking Create from Credit Invoices on the Sales Credit Invoices list view. For more information see, Creating Sales Credit Notes from All Eligible Credit Invoices.
• Automatically, when an invoice is voided or credited or based on custom criteria defined in your org. For more information, contact your administrator and see Setting up Automatic Document Creation.
• Automatically, when a scheduled job executes. For more information, contact your administrator and see Managing Scheduled Jobs.

Mappings

The following table lists how fields on the Credit Invoice object map to the relevant fields on the Sales Credit Note object. In some cases, the connector looks up information from related records or provides static values.

Note:

Your administrator might have changed the default mappings or added custom mappings.

Default Mappings between Credit Invoice Fields and Sales Credit Note Fields

Credit Invoice Field	Static Value	Sales Credit Note Field
Accounting Credit Invoice Date		Credit Note Date
Credit Invoice Due Date		Due Date
Credit Invoice Name		Customer Reference
Invoicing		OIM Invoice
Invoicing > Accounting Company		Company
Invoicing > Sales Invoice		Invoice
Invoicing > Sales Invoice > Account		Account
Invoicing > Sales Invoice > Dimension 1		Dimension 1
Invoicing > Sales Invoice > Dimension 2		Dimension 2
Invoicing > Sales Invoice > Dimension 3		Dimension 3
Invoicing > Sales Invoice > Dimension 4		Dimension 4
Invoicing > Sales Invoice > Invoice Currency		Credit Note Currency
Invoicing > Sales Invoice > Invoice Date		Invoice Date
Invoicing > Sales Order > Engagement		Engagement
Record ID		Credit Invoice
	Credit from SCM	Credit Note Reason
	Credit partial invoice	Credit Note Description
	Deselected (false)	Derive Due Date
	Deselected (false)	Derive Currency
	Deselected (false)	Copy Default Printed Text Definitions
	Deselected (false)	Copy Account Values
	Selected (true)	Derive Period

Once a sales credit note is created from a credit invoice, the Export Status field on the credit invoice is set to "Exported" and the Sales Credit Note field is populated with the newly created sales credit note.

Note:

If the credit invoice contains more lines than the limit defined by your administrator, multiple sales credit notes are created for the credit invoice. When this happens, the Sales Credit Note field is populated with the last sales credit note that was created. You can view all the sales credit notes linked to a credit invoice in the Sales Credit Notes related list. For more information, contact your administrator and see Sales Credit Note Line Limit.

Line Items

When creating the sales credit note, credit invoice lines are used to create sales credit note line items.

The following table lists how fields on the Credit Invoice Line object map to the relevant fields on the Sales Credit Note Line Item object. Most field values are retrieved from the related records. In some cases, the connector provides static values.

Default Mappings between Credit Invoice Line Fields and Sales Credit Note Line Item Fields

Credit Invoice Line Field	Static Value	Sales Credit Note Line Item Field
Amount		Unit Price
Invoice Line Item		OIM Invoice Line
Invoice Line Item > Invoicing > Accounting Company		Company
Invoice Line Item > Sales Invoice Line Item > Dimension 1		Dimension 1
Invoice Line Item > Sales Invoice Line Item > Dimension 2		Dimension 2
Invoice Line Item > Sales Invoice Line Item > Dimension 3		Dimension 3
Invoice Line Item > Sales Invoice Line Item > Dimension 4		Dimension 4
Invoice Line Item > Sales Invoice Line Item > Item Name		Item Name
Invoice Line Item > Sales Invoice Line Item > Line Description		Line Description
Invoice Line Item > Sales Invoice Line Item > Line Number		Line Number
Invoice Line Item > Sales Invoice Line Item > Product Name		Product Name
Invoice Line Item > Sales Invoice Line Item > Unit of Work		Unit of Work
Record ID		Credit Invoice Line
	1	Quantity