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Enter the sales return and credit details

Open: Sales Order Processing > Sales Returns > Enter New Sales Return | Return & Credit.

1. Accept or amend the displayed Return From address.
   • To change the address, clear Use credit address and click Change.
   • To use the same address as the credit address, select Use credit address.

2. Enter the Tax details if required.

   These default to the Trading Details entered on the customer account Trading details tab. You can only change these if you do not choose to Use credit address.

3. Triangulated: Select this if the return represents a triangulated transaction. This makes sure that the transaction is marked with the correct indicator on the EC Sales list.

4. Enter or amend the following details:

   Early settlement discount	Amend this, if required. The settlement discount is taken from the customer account Payment Details tab in the Sales Ledger.
   Order discount / surcharge	Enter or amend this, if required. The order discount (invoice discount) is taken from the customer account Documents tab in the Sales Ledger.
   Return taken by	Specify the person responsible for the return. If you have chosen to Use the user's logon name as the order taker in the SOP settings Order Entry tab, you cannot change this when entering the return.
   Analysis codes	Click Analysis Codes to view or change the analysis codes. To change an analysis code, you must have selected Allow amendment of analysis codes in the SOP settings Order Entry tab. Select the required Values from the drop-down lists. To add a new value to this analysis code, click New value. To add new value to an analysis code, you must have selected Add New on Entry when setting up analysis codes in Accounting System Manager.