Task2

Auto-generated document.

Recorded by: / Admin
Recorded date: / 1/11/2013
Document created: / 1/11/2013
Task notes:

Task2 1

Form name: Latest sales orders 2

Form name: Related information 2

Form name: Preview sales order 2

Form name: Sales orders 2

Form name: Latest sales orders 3

Form name: Related information 3

Form name: Sales order 3

Form name: Create credit note 4

Form name: Infolog 5

1. Click Area Page node: Accounts receivable -> Common -> Sales orders -> All sales orders.

Form name: Latest sales orders

Form name: Related information

Form name: Preview sales order

Form name: Sales orders

2. Make sure the selection is changed in table Sales orders to:

Sales order / Customer account / Name / Invoice account / Order type / Status / Project ID
CERW000770 / 10001 / Default Retail Customer / 10001 / Sales order / Invoiced

3. Double-click or press Enter on the selected record in form Sales orders.

Form name: Latest sales orders

Form name: Related information

Form name: Sales order

4. Make sure the selection is changed in table Order lines to:

Variant number / Type / Item number / Product name / Name / Quantity / Unit / CW quantity / CW unit / CW deliver now / Unit price / Discount / Discount percent / Net amount / Deliver now / Same batch selection
0134 / Abdominal Bench / 1.00 / ea / 119.99 / 119.99 / No

5. Click the Sales order line -> Credit note menu button.

Form name: Create credit note

6. Make sure the selection is changed in table Customer invoice lines to:

Mark / Item / Name / Description / CW quantity / CW unit / Quantity / Unit / Unit price / Amount / Discount / Discount percent
No / 0102 / Aluminum Water Bottle w/Sports Cap / 1.00 / ea / 12.99 / 12.99 / 0.00 / 0.00

7. Change Mark from 'No' to 'Yes'.

8. Make sure the selection is changed in table Customer invoice journal to:

Select all / Sales order / Invoice account / Delivery name / Invoice / Date / Voucher / Invoice amount / Currency
No / CERW000778 / 10001 / Default Retail Customer / CERW000778 / 3/7/2012 / CERW10000777 / 665.52 / USD

Form name: Infolog

9. Click the Close button.

10. Make sure the selection is changed in table Customer invoice journal to:

Select all / Sales order / Invoice account / Delivery name / Invoice / Date / Voucher / Invoice amount / Currency
No / CERW000770 / 10001 / Default Retail Customer / CERW000770 / 3/6/2012 / CERW10000769 / 596.82 / USD

11. Make sure the selection is changed in table Customer invoice lines to:

Mark / Item / Name / Description / CW quantity / CW unit / Quantity / Unit / Unit price / Amount / Discount / Discount percent
No / 0104 / 22 oz. Water Bottle / 1.00 / ea / 3.99 / 3.99 / 0.00 / 0.00

12. Change Mark from 'No' to 'Yes'.

13. Click the OK button.