YouTube: How to Filter Credit Notes/Sale Returns While Linking in Sale Bill?
In this tutorial, we'll show you how to set a default credit note account in Logic ERP to streamline the billing and return linking process.
Open the Sales Voucher Configuration window.
Select the relevant billing series.
Under "Other Settings - 1", click on "Other Settings".
Then navigate to "Defaults - 2".
Locate the option labeled as:
"Credit Note Account"
This is where you can set a default account to be used for credit notes.
Let’s first observe the system behavior without setting a default credit note account:
Go to the Billing and create a new Sale bill.
After selecting the item, press F3 to open the Multiple Payment Mode window.
Click on the Link option to link the sale and select Pending Sale Returns.
Since no "Credit Note Account" was set, the system displays pending sale returns for all parties.
Now, go back to Sale Voucher Configuration and set a default Credit Note Account.
Then:
Reopen the Sale Window and follow the same steps.
Upon selecting Pending Sale Returns, the system now filters and displays only the returns linked to the default credit note account specified.
Setting a default credit note account helps:
Streamline return linkage.
Reduce manual selection errors.
Improve transaction speed and accuracy during billing.
Last updated 1 year ago
