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title: "Process a Credit Note at a Different Branch to Selling Branch"
canonical: "https://kb.myframeworks.com.au/space/CO/30507584/Process%20a%20Credit%20Note%20at%20a%20Different%20Branch%20to%20Selling%20Branch"
format: markdown
---
Overview  When the  Branch Maintenance  flag  Is Head Office Branch,  is enabled and the session branch is a head office branch, the branch field on the refund will default to the order branch of the docket being entered. If the session branch is not a head office branch, the branch field will default to the session branch. This can be overridden at any point during the refund process. System Setting - Flag  OrdBrCr  must also be ticked for this to work. How to process a credit note at a different Branch to selling Branch To process a credit note at a different Branch to selling Branch perform the following: Click the  Frameworks  menu, then navigate to  Sales > Transaction Processing > Credit Notes  from the navigation tree. Click  New  to open the  Credits & Refunds Maintenance  screen and add the required header details. If the credit or refund is for an account customer, in the  Customer  field, start typing the Customers Name or   ID and a list of suggested customers will be available for you to select from, or click the  Search  icon to open the  Customer Finder  window. The  Customer  field will default to  Cash Sale. From the  Type  drop-down menu, select the credit or refund type of either  Overcharge  or  Stock Return Overcharge  is for when a customer is receiving a refund for a portion of the order price with NO stock movements. Stock Return  is for when a customer is returning stock from an order and stock movements are required. From the  Reason  drop-down menu, select the reason for the credit or refund. In the  Original Docket  field, enter the original invoice docket number that the goods being refunded were sold on, or use the  Search  icon to open the  Transaction Finder  window. To locate historical invoices imported from a previous system in the  Transaction Finder  window, use the  External Ref  field. You can search for a consolidated invoice by entering one of its original invoice numbers. The system will automatically identify and display the matching consolidated invoice. Refer to  Credits & Refunds Maintenance  for more information. If applicable, enter the Back Order number into the  B/O  field. If the original docket details have been entered, click  Load Details . This will add the original transaction details to the  product entry  grid. Alternatively, if there is no original docket, click  Add  under the tab and enter the product code and the corresponding details. Products can be added using either the barcode, alternate code, or supplier barcode.  Once completed, click  Finish  to save the credit note. Stock movements occur against the assigned branch and not the original branch.  GL movements occur against the assigned branch and not the original branch. Additional Information Refer to  Credits & Refunds Maintenance  for more information. Refer to the  Process a Credit Note  Operator Guide for additional information. Refer to  Miscellaneous Table Maintenance  and  Credit Notes Related System Settings  Administrator Guide for more information on the system settings.