Jobs planning line - Qty Transferred to Invoice after credit note

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Posted on by Samantha73

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Hi All

On a job planning line for a Billable type, when we create a sales invoice, the Qty Transferred to Invoice column shows to quantity invoiced. However, if we now create a credit note for the same line then the quantity transferred to the invoice does not reduce.

Thanks

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Samantha,

How was the Credit Memo created? Was it from the Planning Lines then process Create Sales Credit Memo?

Hope this helps.

Thanks,

Steve

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Samantha73 3,263 on at

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Thanks. yes from

Planning Lines then process Create Sales Credit Memo

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Samantha,

In the Job Planning Lines, have you entered a Line Type = Billable, that reflects the Type and No. and Qty = -1? See my pic below, last line:

If I click Create Sales Credit Memo I get this:

And after posting the Job Planning Lines show this:

Hope this helps.

Thanks,

Steve

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