Reklamation und Gutschrift
Complaint and credit note#
Complaint#
Should the case arise that a customer complains about the delivered goods, the complaint process can be started from within the project.
To do this, select the corresponding project plan line and execute "Create sales complaint" via the menu item.
A window will open where you can make the following decisions:
| Field | Description |
|---|---|
| Create new document | Specify whether you want to create a new document or attach the items to an existing claim. |
| Archive existing document | If the document is to be attached to an existing document, it is recommended to activate the "Archive existing document" button. The existing document is archived again beforehand when activated. |
| Document date | Specify which document date the complaint should receive. |
| Attach to document | If you want to add to an existing complaint (Create new document = No), you can specify the document to be updated here. Determine to which document you want to assign the selected lines. A list of possible documents is displayed for this purpose. |
| Lines outline | Specify here whether a row outline should be created when a new document is created. When adding documents, you will not be offered the choice and the outline type of the existing document will be kept. |
Confirm your selection with "Ok".
Credit#
Detached from a complaint process, you also have the option to create a value credit note via a project plan line.
To do this, select the corresponding project plan line and call up the menu item "Create sales credit memo".
A window will open where you can make the following decisions:
| Field | Description |
|---|---|
| Create new credit note | Specify whether you want to create a new document or attach the items to an existing credit note. |
| Posting date | Specify which posting date should receive the credit note. |
| Attach to credit memo no. | If you want to add to an existing credit note (Create new credit note = No), you can specify the document to be updated here. Determine to which document you want to assign the selected lines. A list of possible documents is displayed for this purpose. |