This example describes how to copy invoice to a claim from the list of invoices. TMSAR/CE-CRGNL is used to determine whether or not you wish automatically generated lines to also be copied to a credit note when copying an invoice to a credit. The Automatically generated lines are usually non-stock line items such as freight charge.
- In the menu, expand Base Modules > Distribution > Debtors & Claims > Claims > Entry and double-click Claim Entry/Approval. CLE005 Claims Entry/Maintenance selection panel appears.
- Enter customer number.
- Click function Select inv list. CLE005 Invoice Selection panel appears.
- Select invoice from the list of invoices for the customer. Invoice is copied as claim details for selected customer.
- Maintain details as required including the entry of a valid Returns reason code indicating the reason why goods are being returned.
