---
title: "Credit Note Dashboard"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28408922/Credit%20Note%20Dashboard"
format: markdown
---
# Overview
The Credit** Notes** dashboard lists all refunds and credit notes. From the **Credit Notes** dashboard, you can:
- **Search for credit notes** by Customer ID, Branch ID and Order number.
- Create new **credit notes **and **cash** **refunds** via the Credits & Refunds maintenance screen.
# Accessing the Credit Note Dashboard
To access the credit notes dashboard, perform the following:
1. Click **Frameworks Menu **then navigate to **Sales > Transaction Processing > Credit Notes** from the navigation tree.
2. Click **Find **to view all customer Credit Notes.
> ℹ️ The **Branch** field defaults to the user's logged-in branch.
---
# Navigating the Credit Note Dashboard
Once you have opened the **Credit Note Dashboard **you will be able to view, access and maintain your credits and refunds.
The Credit Note Dashboard is made up of 2 sections, these are:
## 1. The Search Options
The search options section allows you to:
1. Search for any open credits and refunds
2. Create a new credit or refund
### 1. Search for any open credits and refunds
#### Basic Search:
You can refine your search by **Customer, Branch **and **Order **number.
> Macro (include)
#### Advanced Search:
- Clicking on the **Advanced** button displays additional search options to help you further refine your search results. The additional search fields available are **Customer Order# **and/or **Type.**
- Click **Find** once your search criteria have been entered. To return to the original filter criteria, click **Basic**.
#### Order Number Search:
- In the **Order#** field, enter the order number for the credit or refund and click **Find**. Frameworks will search **all branches** for the entered order number, ignoring all other criteria.
> ⚠️ The search results will only display transactions of branches within the user's security settings. ie multi-branch, multi-zone or allowed branches.
### 2. Create a new credit or refund
- Click **New **to open the **Credits & Refunds** screen.
> ✅ Refer to the [Process a Credit Note](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30521982) Operators Guide for more information.
---
## 2. The Results Grid
The results grid will display all the results matching the above search criteria. From here you can:
1. Open a Credit or Refund
2. View basic details of the added Credits and Refunds
3. View basic totals
### 1. Open a Credit or Refund
- Click the relevant **Order **hyperlink** **to maintain the credit or refund.
> ✅ Refer to [Credits & Refunds Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383554) for further information.
### 2. View basic details of the added Credits and Refunds
- From the grid, you will be able to quickly view information related to your open credits and refunds.
More information about the Results Grid. click here....
| **Field** | **Description** |
| --- | --- |
| **Order** | Displays the **Order Number **for the credit or refund, Click on the hyperlink to open the **Credit & Refunds** maintenance screen.
> ✅ Refer to [Credits & Refunds Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383554) for further information. |
| **B/O** | Displays the **Back Order** suffix of the original docket number. |
| **Brn** | Displays the **Branch Id** number of the refunding branch. |
| **Customer Name** | Displays the **Customer Name** for the credit or refund. |
| **Type** | Displays the **Customer Type** information, for example, Account or Cash. |
| **Original Docket** | Displays the **Original Docket number** for the customers' transaction. This will display a **0 **if no transaction is linked to the credit note. |
| **Type** | Displays the credit and refund type of either **Overcharge** or **Stock Return**
- **Overcharge **is defined when a customer is receiving a refund for a portion of the order price with NO stock movements.
- **Stock Return **is defined when a customer is returning stock from an order and sock movements are required. |
| **Reason ** | Displays the **Reason Code** for the credit and refund type, for example, a reason for a stock return may *Not Required*. |
| **Capture Date** | Displays the date when the credit note was created in the system |
| **Assignee** | Displays the user who has been assigned to process the credit note. |
| **SalesRep Name** | Displays who was the **sales representative** that created the credit note. |
| **Deliv Date** | Displays **Delivery Date** for the return/pick up of the required stock |
| **Delivery Address** | Displays the **Delivery Address** for the stock to be picked up from. |
| **Customer Ref** | Displays the **customer reference** number if defined on the credit note. |
| **P/Up Note** | This will be ticked if a pick up of stock is required. |
| **Total EXC** | Displays the total value (excluding GST) of the credit note. |
| **Total INC** | Displays the total value (including GST) of the credit note. |
> ✅ Refer to [Advanced Grid Features](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30509842) for additional information.
### 3. View basic totals
- At the bottom of the results grid is displayed 3 basic totals, which are:
- The total number of displayed orders in the results grid.
- The total value (excluding GST) of the displayed orders.
- The total value (including GST) of the displayed orders.
Once the results are displayed, click the relevant **Order **link** **to maintain the Credit Note.
> ✅ Refer to [Credits & Refunds Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383554) for further information.
---
# Additional Information
> ✅ **Next: **refer to [Credits & Refunds Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383554) for further information.
> ✅
> ✅ Refer to the [Process a Credit Note](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30521982) Operator Guide for additional information.