Problem: How to adjust the discount in the sales document like the invoice along with a change in the unit of measurement?
Solution: Please use Credit Note wit Invoice Correction Transaction Type as shown.
1. Creation of Invoice correction (Credit Note) should be created to amend the existing Invoice.
For example, an Invoice is created with the below details and the product in the box is 1x8 pcs and has a 5 % discount, but now it is necessary to make an additional 50% discount on item Line number 3 and the document is fully paid.
See also 3.2.7.2. Credit Notes (Goods Return and Invoice Correction)
2. Go to Invoice document which needs the correction, click on Generate button, click on Invoice correction (Credit Note):
3. Remove the items where the changes should not be applied. The item which needs changes will be added to the Credit Note.
Add the total discount and choose the right unit of measure.
4. On this tab, specify how to use this Credit Note:
- To apply as a payment against the invoice used as the basis
- To post as an advance payment that can be used as a basis for a refund or applied to other invoices
In this example, we will keep it as an advance which can be offset with future invoices.
Fill by Balances.
See also 3.2.7.2.5. Creating a Credit Note. The Settlements tab
5. Create a Statement of Account document for verification.
See also 7.5.5. Statements of Accounts
Additional information:
A commodity item is characterized by a basic unit of measurement.
In addition to the basic unit of measurement, the item may have the required number of other units of measurement (packages).
For example, a product may have units of measurement: "piece", "bundle", "block", "box", etc.
Each unit of measurement (packaging) has its own conversion factor relative to the base unit.
6. After changing the unit of measurement, the software will recalculate the price itself:
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