Refer to Creating a Credit Note. The Inventory tab (Works and Work Costs) for specific functionality provided by the following options:
- Enable Items of Work Type in Sales Documents selected on the Administration > Settings > Sales form
Enable the Phased Revenue Recognition functionality selected on the Administration > Settings > General Settings form
This topic describes the functionality available for the Inventory tab in case the abovementioned options are not used in your system.
On the Inventory and Services tab, you can specify a list of items that were returned by customer or whose quantities amounts were corrected.
The "Credit Note (create)" form. The Inventory tab
If the
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Credit Note is generated based on
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an Invoice, this tab is automatically populated - remove the lines that you don't need and leave the lines with
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returned items or
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the items for which correction is needed and edit the details
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.
If you need to manually add an item, click the Add button on the tab toolbar. If you need to manually add multiple items, click the Pick button and select the items.
Alternatively, you can import the list of items with all the details from an Excel document. For this, click the the 
button button on the table toolbar and follow the step-by-step instructions in the appeared window. You can use the Up and Down ( 
) arrows to rearrange the items in the list.If you need to manually add an item or multiple items, click the Add button on the tab toolbar.
In the Quantity column, you can specify the item quantity and in the Unit column, you can select an UOM for the item if the Multiple UOMs per Item option is selected on the Administration > Settings > Purchasing and Warehouses form.
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- If the Prices Include VAT option is selected: Total = Amount.
- If the Prices do not Include VAT option is selected: Total = Amount + VAT_Amount.
The tab toolbar buttons
You can use the Up and Down ( ) arrows to rearrange the items in the list.