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    Create an Unassigned Credit Note

    Setting up an Unassigned Credit Note in RMS.


    Steps Required

    Have your System Administrator complete the following:

    1. Go to Setup > Accounting > Sundry in RMS.
    2. Add a Sundry.
    3. Enter a Description.
    4. Select the required GL Account Code.
    5. Configure as an Unassigned Credit Note.
    6. Save/Exit.

    Visual Guide

    Go to Setup > Accounting > Sundry in RMS and select 'Add'.

    Enter a description.

    Choose the required General Ledger Account Code.

    Select the 'Credit Note' checkbox and tick 'Unassigned to Charge when created'.

    Select 'Save/Exit' to complete creation of the Unassigned Credit Note.

    This Unassigned Credit Note will now be available for use on accounts throughout RMS.



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