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Hi
I've just tried with 13.07 and you are right, the Credit Memo
functionality creates the accounting transactions (if the invoice was
still in process at the time) but does not appear as a line item on the
invoice so will not affect the invoice total itself.
Possible workarounds that I can quickly think of could be:
* Enter an Invoice Item Line Adjustment (for the Credit Memo) as a
negative amount on the invoice
Or:
* Create an outgoing payment for the Credit Memo amount to the Customer
* Apply the payment to the Customer's Invoice (or even to any of the
Customer's outstanding debt with you)
I hope this helps.
Thanks
Sharan
On 23/07/15 10:47, wrote:
Hi Sharan,
We were able to create a Credit Memo with the accounting entries applied to the
invoice. But the amount due of the invoice does not get reduced.
How would we be able to achieve the reduction for the outstanding amount?
<quote author='Sharan-F'>
Hi
I dont know about OFBiz version 4.0 but in 9.04 you can create Credit Memos
using the 'Accounting Transactions' tab. See instructions below on how to do
it.
1. Go to Accounting / Organization GL Settings
2. Click on the 'Accounting' button for 'Your Company Name Here'
3. Click on the 'Accounting Transactions' tab
4. The buttons for 'Create an Accounting Transaction' or 'Quick Create an
Accounting Transaction' are displayed
5. You can use either of these buttons to create your 'Credit Memo'
transaction
6. Select 'Credit Memo' from the drop down box for 'Acctg Trans Type' and
enter the amount. You can also then you can link the invoice id, payment id
and then the Debit and Credit GL accounts affected.
7. Press the 'Create' button to create the Credit Memo transaction.
Hope this helps.
Thanks
Sharan
Hi,
I wanted how Credit Memo's are created in ofbiz. While searching for the
same i have found in ofbiz documentation at"
http://docs.ofbiz.org/display/[email protected]/07+Chart+of+Accounts+%28Global+GL%29<http://docs.ofbiz.org/display/%[email protected]/07+Chart+of+Accounts+%28Global+GL%29>";
how it is done. Which is mentioned in the section .7.4 Journal Entry
sub-tab. But i have checked for the same screen " journal entry" which is
accessed by clicking the "journal Entry" button in the demo 9.04 version of
ofbiz. We use a 4.0 version of ofbiz we didnt find this option.
We actually wanted to use credit memos because after we make payment to
suppliers, sometimes we give a refund to the customer. And therefore we have
record this refund from supplier too. Once we pay the supplier against an
invoice, and take the invoice to paid state, we cant do any modifications.
And neither to the PO (purchase order). As Invoice is generated once PO is
in completed state.
Can you helps us with any suggestion or how this can be done in ofbiz.
Thanks
Regards
Krishna.
</quote>
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