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Quantum VS Help: Sales Desk |
Your system may be configured so that the Confirmation of Collection Notes takes place automatically for Collected and/or Delivered Credit Notes (i.e. Credit Notes where the Delivery Type field in the header is set to Collect Now, Collect Later or Delivered) where goods are to be received back into stock.
This would mean that, if you were processing a Collection Note for a Collected and/or Delivered Credit Note, you would not have to Confirm the Collection Note manually. The credit will be ready for invoicing when the Credit Note is raised (if Credit Note Confirmation is set to automatic - see Credit Notes: System Configuration - or when the Credit Note is Completed manually.
Whether Collection Note Confirmation is manual or automatic depends on the following flag settings in your User Record > Quantum User Fields tab:
If the Automated Confirm Collection field is checked:
Collection Notes are Confirmed automatically for Collected Credit Notes.
Once the Collection Note has been Confirmed (i.e. the goods have been booked back into stock) the Credit is flagged as 'invoiceable'. A Sales Invoice Credit may then be created by running the Sales Invoice Update process.
If the Automated Confirm Collection field is unchecked:
Collection Notes must be Confirmed manually for Collected Credit Notes.
Once the Collection Note has been Confirmed (i.e. the goods have been booked back into stock) you must first run the Bulk Credit Confirmation process. This process flags any Credits not already flagged as 'invoiceable' and in addition allows you to specify 'restocking' charges which will then appear on the Sales Credit. A Sales Invoice Credit may then be created by running the Sales Invoice Update process.
If the Automated Confirm Collection field is checked:
Collection Notes are Confirmed automatically for Delivered Credit Notes.
Once the Collection Note has been Confirmed (i.e. the goods have been booked back into stock) the Credit is flagged as 'invoiceable'. A Sales Invoice Credit may then be created by running the Sales Invoice Update process.
If the Automated Confirm Collection field is unchecked:
Collection Notes must be Confirmed manually for Delivered Credit Notes.
Once the Collection Note has been Confirmed (i.e. the goods have been booked back into stock) you must first run the Bulk Credit Confirmation process. This process flags any Credits not already flagged as 'invoiceable' and in addition allows you to specify 'restocking' charges which will then appear on the Sales Credit. A Sales Invoice Credit may then be created by running the Sales Invoice Update process.
These flags are set by the System Administrator in User Maintenance. See Entering Quantum User Fields Details.