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If only the Enable Items of Work Type in Sales Documents option is selected on the Administration > Settings > Sales form, you can include items of Work type in the list of items for correction.
If If also the Phased Revenue Recognition functionality is used in your system and the Use Phased Revenue Recognition option is selected on the Additional Information tab (as well as in the customer contract), you can specify corrections (differences) to the amounts of works and to the related costs recognized along with works in the earlier invoice used as the basis.
On the Inventory tab, you can list Work-type items for which corrections to their amounts and costs are required.
The "Credit Note (create)" form. The Inventory tab
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If the credit note is generated based on Invoice, this tab is automatically populated - remove the lines that don't need correction and leave the lines with items for which correction is needed and edit the details.
Select the Amount Only check box (which is available for the Invoice Correction transaction type only) to indicate that only the amounts are corrected. Make sure the check box is cleared if quantities are also corrected.
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.
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The Batch column is available, if the Enable Batches option is selected on the Administration > Settings > Purchasing and Warehouses form. In this column, you can specify the batch (lot) number for the items for which the Use Batches option is selected. Generally, you must specify batch numbers for items with expiration dates, items used in consignment or stocked in contract warehouses. To learn more about the item settings, see Settings: Purchasing and Warehouses.
The Serial Numbers column is available if the Use Serial Numbers option is selected on the Administration > Settings > Purchasing and Warehouses form. For each serialized item (for which the Use Serial Numbers check box is selected on the Items form), click in the column to open the Serial numbers dialog box. In this dialog box, you must enter the serial numbers according to quantity of the returned item.
In the Quantity column, you can specify the item for which correction of amounts is required or returned quantity in the UOM specified in the corresponding column.
The Discount,% and Discount (or Discount Price) columns are available if the Enable discounts and markups in sales documents option is selected on the Administration > Settings > Sales form. Use these columns to specify the discount that was used for the inventory or service listed items in the basis (original) document.
The Auto-Discount % and Auto-Discount columns appear if the Enable Automatic Discounts and Markups option is selected on the Administration > Settings > Sales form. Use these columns to specify the auto-discounts that were applied to the returned listed items in the basis document.
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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 value in the Cost of Goods Sold column shows the cost of the goods including the Work-type items.
The value in the Contract Assets Quantity column shows the quantity of the item that was recognized in the related Phased Revenue Recognition documents document. For details on contract assets, refer to the Contract Assets tab.
The value in the Contract Assets Amount column shows the amount of the item that was recognized in the related Phased Revenue Recognition documents document.
The Total Cost column shows the amount of related costs.
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The Batch column indicates the batch if batches are used for the Cost Element.
The Serial Numbers column is populated with the serial numbers of the item's units according to the item quantity.
The Quantity column shows the quantity of the Cost Element.
The Unit Cost column shows the cost per UOM of the item.
The Amount (Accounting CurrCur.) column shows the cost calculated in the accounting currency for the specified quantity of the Cost Element.
The Amount (CurrCur.) column shows the cost amount calculated in the currency of the document.
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