How Sales Credit Notes are Posted

The Post button on the sales credit note detail page allows you to post an "In Progress" sales credit note. In Classic Edition The view of the application that you see when you first install the base managed package., the Save & Post button first saves the document then posts it in the same way as if you had clicked the Save and Post buttons separately.

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

You can also post multiple sales credit notes from the list page. For more information, see Posting Sales Credit Notes.

Background Posting

In some situations, the posting is not immediate. The document is set to "Ready to Post" and it is batched up for posting by a scheduled job. A "Ready to Post" document cannot be amended, discarded, printed, or manually posted.

For more information about:

• Setting up the scheduled job, see Setting up the Background Posting Scheduler.
• Posting documents asynchronously using Background Posting Scheduler, see About the Background Posting Scheduler.

Sales credit notes are batched up for posting by a scheduled job in the following situations:

• When the sales credit note exceeds the lines threshold set for sales credit notes in the Accounting Settings custom setting.
• When the sales credit note has its tax value calculated by AvaTax
• When you post sales credit notes from a list view.

Standard Posting

When posted, two or more transaction line items are posted to your document company's general ledger and the sales credit note is assigned a transaction number. The sum of these transaction line items is zero in document, home and dual currency.

The discounts are calculated in both account and document currency using the document date and the credit terms Set of terms used to determine due dates and discounts for the goods and services bought or sold. Terms can be set at account level for vendors and/or company level for customers. of the document company. However, if a customer account has its own credit terms, then these take precedence. The discount dates and amounts are stored on the transaction for use in cash matching and when printing the document.

A fully posted sales credit note is "Complete" and can no longer be discarded.

Notes:

• If you are using Extended Edition 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., your administrator may need to add a Post button to your page layout.
• You can only post a sales credit note if the relevant account has an account trading currency and an accounts receivable general ledger account associated with it and all the related products have appropriate sales revenue accounts assigned to them. If any of these are missing, the posting will fail.

• If you specify the accounts receivable GLA on a related multiple companies account config record, this GLA is then used instead of the related account record's accounts receivable GLA. When posting a sales document, the information on the related multiple companies account config record is also used on the document's transaction line items of the "Account" type. For more information, see Enabling Multiple Companies Configuration.

• If you specify multi-account credit terms on a related multiple companies account config record and select the Use Multiple Companies Configuration field in the Accounting Settings custom setting:

  1. The multi-account credit terms are used instead of the related account's or company's credit terms.
  2. The due dates are calculated based on the multi-account credit terms.
  3. No discounts are calculated.
• Do not post any documents to a period that is being revalued. Wait for the whole currency revaluation process and all related batch jobs to complete before continuing to post documents.
• [Lightning Experience Only] When you have more than one current company selected, you can post a sales credit note for any of the currently selected companies. You do not need to change the current company. Administrators can post sales credit notes for any of their user companies, regardless of their current company selection.