Question
Why Is The Credit Box Greyed Out When Trying To Credit a Part And How Do I Resolve This?
Answer
This can happen through the Credit Note process within Parts > Sales > Credit Note.
There are 2 reasons as to why the Credit Box becomes greyed out:
1) The part has already been credited
2) Someone else is already processing the credit note
If you are sure that the part has not already been credited then there is a way to rectify this:
- You must go back into the Credit Note screen as normal, and when the below pop up appears, you do not enter an Invoice Number but select the correct date and then put the Invoice Number as a reference in the Reason for Credit box.
- Once you have done this, you then click "No Document". This will allow you to enter in the part number and credit the part manually.
The "No Document" button is an option that has to be enabled first before use.
To enable the "No Document" option you need to go into Parts > Parameters > Department Details > Dept Details 2 and tick the "Allow Credit With No Document" box as seen below:
