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    Unassigned Credit Note

    Setup an Unassigned Credit Note in RMS.


    Steps Required

    Have your System Administrator complete the following:

    1. Go to Setup > Accounting > Sundry in RMS.
    2. Select 'Add'.
    3. Enter a Description.
    4. Select the required General Ledger Account Code.
    5. Select the checkbox 'Credit Note'.
    6. Select the checkbox 'Unassigned to Charge when created'.
    7. Select the required Tax Option.
    8. Save/Exit.

    Visual Guide

    Go to Setup > Accounting > Sundry in RMS.

    Select 'Add' to create a new Sundry Charge.

    Enter a Description.

    Select the required General Ledger Account Code.

    Select the checkbox 'Credit Note'.


    Select the checkbox 'Unassigned to Charge when created'.

    Select the required Tax Option.

    Select 'Save/Exit' to store the changes made.



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