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Quantum VS Help: Sales Desk |
Your system may be configured so that the Completion of Credit 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).
This would mean that, if you were processing a Credit Note defined as a Collected and/or Delivered credit, you would not have to Complete the Credit Note manually - the credit will be ready for invoicing as soon as it is raised.
Note: The system may also be configured so that a Collection Note is completed automatically when processing a Credit Note defined as a Collected and/or Delivered credit, on which goods are being received back into stock. See Collection Notes: System Configuration.
Whether Credit Note Completion is manual or automatic depends on the following flag settings in your User Record > Quantum User Fields tab:
Collect Now Credit Flags:
If the Automated Confirm Credits field is checked a Credit Note is Completed automatically for Collect Now Credit Notes.
Delivered Order Flags:
If the Automated Confirm Credits field is checked a Credit Note is Completed automatically for Delivered Credit Notes.
These flags are set by the System Administrator in User Maintenance. See Entering Quantum User Fields Details.