Instructions on how to void an Assigned Credit Note in RMS.

Overview

A Credit Note is a special type of sundry that can be used to apply a credit to an account unrelated to the exchange of money in RMS.

A credit note can be setup as an Assigned Credit Note or an Unassigned Credit Note and will behave differently based on the selection made.

An Assigned Credit Note requires the selection of a target charge when being applied to an account and will report deducted revenue from the General Ledger Account Code of the selected charge.

The only process to remove an Assigned Credit Note is to void the charge it was assigned to.

Guide

Open the Account in RMS.

1. Select the Target Charge.
2. Select 'Corrections'.
3. Select 'Void Transaction'.
   
    
4. Select a Reason.
5. Select 'Void Transaction'.
   Reasons may or may not display, depending on the database configuration.