Credit Notes design suggestions please.

[Keith Hubert]

Hi Guys,

My customer issues Credit Notes against Invoices.

He needs to prevent users giving a credit for a greater amount than the value of the Invoice.

I would appreciate some suggestions as to preventing the record from being saved and advising the user of their error. (Polite message!)

TIA

[Ted Giles]

Re: Credit Notes design suggestions please.

CN's need a reference back to the original invoice.
You will have the information as to the original total, and also the line items.
If value CN > value Invoice, then msg " Credit Note amount exceeds original invoice Value, or line item exceeds line value on original invoice".
Then have a click through to Help which explains the issue and possible solutions in more detail.

[Keith Hubert]

Re: Credit Notes design suggestions please.

Hi Ted,

Thanks for quick reply.

If value CN > value Invoice, then msg " Credit Note amount exceeds original invoice Value, or line item exceeds line value on original invoice".

Where would you put the trigger which tests these two values? Field rules, variables on the form, or Cansave event?

[Ted Giles]

Re: Credit Notes design suggestions please.

I'd probably put a Conditional Object with the message to display based on the variables in use at the time. That could display immediately.
Then some code in OnSave to prevent any possibility of over refunding.

[Mike Wilson]

Re: Credit Notes design suggestions please.

Hi Keith,
My suggestion... Have the credit note entry as an xdialog, check the calculations in the code, and if Ok, save, and if not send message and don't save.

[G Gabriel]

Re: Credit Notes design suggestions please.

Why don't you put that in the validation rules in the Field Rules?
Or:
In the OnSave event, put a simple code:

If cn>total
topparent.cancel()
msgbox("You are too generous, this is too much credit!")
end if

[Keith Hubert]

Re: Credit Notes design suggestions please.

Hi Guys,

Thanks for all suggestions.

The route I have taken is from the Customer form, open the Credit Note form as a new record. On this form is a browse so credits can be given to more than one Invoice if required. On this form is a button to open the Credit Item form using Form.ViewLinked(). On this new form when selecting the Invoice, the outstanding balance is collected in the lookup. Using field rules, I now check the values CREDIT_AMOUNT<=INV_BALANCE.

I use the Credit Item form as this helps to keep the user focused on what they are doing.

Thanks again for all you ideas.