---
title: "Credit Notes"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28383394/Credit%20Notes"
format: markdown
---
# <span style="color: #172b4d">Overview</span>

Sterland has produced a new and improved workflow for Credits and Refunds within Frameworks. This includes a new **Credit Notes** dashboard that lists out all refunds and credit notes. Additional security is also available to restrict who is able to give credits and at what maximum value before manual approval is required.

The **Credit Notes** option allows you to:

- **Search for credit notes** by Customer ID, Branch ID and Order number.
- Process a **credit note** via the Credits & Refunds module.
- Process a **cash** **refund** via the Credits & Refunds module.

> ❌ **Important: **A Branch Manager must be aware of the frequency of credits and refunds occurring at his/her branch, the reasons behind the credit notes or refunds being raised, and the personnel performing these transactions.
> ❌ 
> ❌ 1. Review all information related to credits & refunds.
> ❌ 2. Verify the credits and refunds issued, including signing off on their validity. This is specifically designed to highlight staff who may be abusing this option. **The manager or delegate must print, sign and file the report daily as proof of review.**
> ❌ 3. Investigate any errors and check the margin to ensure the correct reason code has been selected.
> ❌ 4. Minimise the number of staff with access to create refunds or credit notes.

# Refer to the following processes for further information

> Macro (ui-children)

# Additional Information 

> ✅ Refer to [cash refund](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28408660/Sales+Terminology#Cash-Refund-%5BinlineExtension%5D) and [credit note](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28408660/Sales+Terminology#Credit-Note-%5BinlineExtension%5D) for more information.

<details>
<summary>Related System Settings - Flags</summary>

| **System Setting - Flag** | **Flag Purpose** |
| --- | --- |
| **FWCRPwdReq** | Customer password required to refund on account? |
| **OrdDefAddr** | Default customer address for delivery in Orders/Quotes |


| **System Setting - Amounts** | **Setting Purpose** |
| --- | --- |
| **POSCrdSur%** | POS Credit Notes and Refund Surcharge % |


| **System Setting - General** | **Setting Purpose** |
| --- | --- |
| **SOPSurProd** | Credit Note Surcharge Product Code |

> ✅ Refer to [Miscellaneous Table Maintenance ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401684)the [Credit Notes Related System Settings](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28408984) Administrator Guide for more information on the System Settings.
</details>