Crediting and Rebilling Sales Orders

Use the credit and rebill feature to adjust billing discrepancies on orders. You can create a credit only, a rebill only, or a credit and rebill. You can do any of these for an entire order generation, or for specific line items within an order generation.

Note: You cannot perform a credit/rebill for any orders in your system that were converted from a legacy system (a system prior to running Eclipse).

When creating a credit and rebill for an invoiced order generation, the system verifies your SOE.CLOSED.ORDER.EDIT authorization level to ensure that you are authorized to edit that generation.

Note: You cannot credit and rebill products on a junior order that is associated with a master job bid.

To credit and/or rebill a sales order:

Open the sales order.

On the Body screen, select the Cr/Rbl hot key to display the Credit/Rebill Invoice screen.
In the Enter Option field, press F10 and select one of the following:

Both Credit and Rebill
Credit Only
Rebill Only

Do one of the following:

If you want to...

Select this hot key...

credit and/or rebill the entire generation

All Line Items

credit and/or rebill specific line items

Select Line Items

The Line Item Selection screen displays. Select the items you want to include in the credit and/or rebill and press Esc.

If prompted to enter a date for the credit/rebill, enter a date and press Enter.

Note: In some cases, you may also be prompted to enter a serial number. Press Y to display the Serial Number Entry screen, or press N to continue.

Depending on whether you are doing a credit and rebill, a credit only, or a rebill only, do one of the following:

If you are...	Then...
crediting and rebilling	press Enter to exit the C/R - Both Credit and Rebill screen and return to the sales order Body screen. Note: You may be prompted to enter a Reason Code for the credit. Press F10 and select a reason. On the Body screen, adjust quantities, products, or prices, as needed, and then process the order as usual.
crediting only	press Enter to exit the C/R - Credit Only screen and return to the sales order Body screen. Note: You may be prompted to enter a Reason Code for the credit. Press F10 and select a reason. On the Body screen, verify the negative quantities that now appear and press Esc to process the order as usual.
rebilling only	press Enter to exit the C/R - Rebill Only screen and return to the sales order Body screen. Note: You may be prompted to enter a Reason Code for the credit. Press F10 and select a reason. On the Body screen, adjust quantities, products, or prices, as needed, and then process the order as usual.

If you want to print a credit memo, enter a code in the Prt field on the Status screen. For example, if you want to fax a credit memo, enter F.

Press Esc to exit the order.