Users can reverse a credit note (completed claim), in effect creating a debit note. This may be required if for example the credit was raised for the incorrect customer account. This option is used to cancel a credit note rather than using order entry so that the figures for sales and return reasons are correct. A Credit corrections non location controlled warehouse, type R for Clearing, can be used.
A credit reversal cannot be processed through an ordinary warehouse because there is no physical return of goods. The warehouse must be changed so it is processed through a clearing warehouse or a non-physical warehouse.
Function keys can be used to copy the incorrect claim, which shows as a negative claim. Then process and finalize the claim before processing an already delivered invoice for the correct customer (if that was the error) using the same credit corrections warehouse.
- 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 the Customer number.
- Click function Reverse (list) to display list of credit notes for the entered customer.
- Select the credit note and right click Select to copy credit note details into a new Reversal credit.
