--- title: "Credit Notes Related System Settings" canonical: "https://kb.myframeworks.com.au/space/FRAM/28408984/Credit%20Notes%20Related%20System%20Settings" format: markdown --- # Overview The Frameworks** Credit Notes **module can be customised to meet the specifc needs of your business. In order to do this various system settings and flags are required to be defined turn on or off different functionality. > ⚠️ **Important**: Only users with the appropriate security access are able to make changes to the system tables. > ℹ️ ### Click on the required system setting code from more information. > ℹ️ > ℹ️ *Tip: Press Ctrl + f to use your browsers search function to find the system setting you are looking for.* > Macro (toc) # System Settings - Flags The following system flags are related to all areas of **Credits and Refunds**.  > ✅ Refer to [Amounts](https://sterlandsupport.atlassian.net/wiki/pages/createpage.action?spaceKey=CIL&title=Amounts) for more information on how to edit and maintain system flags. --- ## DelAreaFor **Flag/Setting Purpose: **Enforce the entry of delivery data for deliveries - When enabled, the **Delivery Area **data is required to be entered for deliveries. - When disabled, the **Delivery Area **data is not required to be entered for deliveries. --- ## FWCRPwdReq **Prerequisite:** The Customer must have a password set in Customer Maintenance. **Flag/Setting Purpose: **Customer password required to refund on account? - When enabled and the user is performing a credit/refund for a customer who requires a password, this flag ensures the password is prompted for and validated to complete the transaction. Process the credit or refund, then when the Tendering screen appears, click **Refund**, then enter the customer's password. - When disabled, no password is required. --- ## OrdBrCr **Flag/Setting Purpose: **Allow branch to credit invoices from other branch - When enabled, users are able to process a refund of an invoice made at another branch, but only if the two branches have the same GST settings. - When disabled or the GST settings are different, an error message appears informing the user that it is not possible to process the refund. --- ## OrdCred **Flag/Setting Purpose: **Restrictions on credit notes and refunds - When enabled, the header **Disc % **field is deactivated within the Credits & Refunds Maintenance screen and cannot be edited. - When disabled, the above restriction is removed, and the header **Disc %** field can be edited. --- ## OrdCredInv This flag works in combination the Feature Code **CRN**. **Flag/Setting Purpose: **Invoice No required to raise credit notes With Feature Code **CRN** is NOT active: - When enabled, a valid **Original Docket** is required to be selected, within the **header,** for any valid customers accounts when creating a credit or refund. - When disabled, an **Original Docket** is NOT required to be selected for any valid customers accounts when creating a credit or refund. Optionally, an **Original Docket** number can be entered but it must be a valid number. With Feature Code **CRN** is active: - When enabled, a valid **Original Docket** is required to be selected, for the **product lines**, for any valid customer accounts when creating a credit or refund. - When disabled, an **Original Docket** is NOT required to be selected for any valid customers accounts when creating a credit or refund. Optionally, an **Original Docket** number can be entered but it must be a valid number. --- ## OrdCredMlt **Flag/Setting Purpose: **Enable Multi-Invoice Tracking for Credit Note - When enabled, users are able to create a single credit note for products on multiple dockets (invoices). - When disabled, a credit note will need to be created for each individual docket (invoices). > ✅ Refer to [Create a Credit Note for Products on Multiple Invoices](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30529834) for more information. --- ## OrdCredRef **Flag/Setting Purpose: **Invoice No required for cash sale refunds - When enabled, an **Original Docket** is required to be selected, within the **header,** for cash sales (customer 0) when creating a credit or refund. - When disabled, an **Original Docket** is NOT required to be selected for cash sales (customer 0) when creating a credit or refund. --- ## OrdDefAddr **Flag/Setting Purpose: **Default customer address for delivery in Orders/Quotes - When enabled, the delivery details will auto-populates in a Sales Order with a Customer's default customer address details defined in **Customer Maintenance**. - Additionally, the default customer address is displayed in the **Invoice To** header field on a printed Credit Invoice (***applies to Credit Invoices only***). - When disabled, the delivery details will NOT auto-populates in a Sales Order with a Customer's default customer address details defined in **Customer Maintenance**. --- ## SOPSpecCrd **Flag/Setting Purpose:** Prevents credit notes for special products if there is no corresponding supplier return. - When enabled, a stock return credit note to a customer cannot be generated if the product has not had a supplier stock return created for the product. > ⚠️ This error message is displayed if the flag is enabled, “*Product [999999999] is a Special Purchase and a return to the supplier has not been created. This product cannot be credited to the customer.”* - When disabled, a stock return credit note to a customer can be generated even if the product has not had a supplier stock return generated. --- ## SLYPMobile **Flag/Setting Purpose: **Enable Mobile Phone for Slyp Receipt - When enabled, a Mobile Phone Number can be entered in the Tender Receipts screen, allowing you to send a Smart Receipt to the customer’s Smartphone. - When disabled, Slyp will send only Bank Receipts, if the Slyp API is enabled and you are using Windcave Eftpos. > ⚠️ **Important: **The **System Setting - General** Slyp API configuration values—is required to be configured for Smart Receipts to be enabled. --- # System Settings - Amounts The following system amounts settings are related to all areas of **Credits and Refunds**. > ✅ Refer to [System Settings - Amounts](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28382798) for more information on how to edit and maintain system numeric settings. --- ## POSCrdSur **Setting Purpose**: POS Credit Notes and Refund Surcharge % To enable the POSCrdSur%, enter a **Value (Amount) **you were to set as a restocking fee surcharge percentage. This is for stock returns ONLY.  > Macro (details) > > # System Settings - Numeric > > The following system numeric settings are related to all areas of **Credits and Refunds**. > > > ✅ Refer to [System Settings - Numeric](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401694) for more information on how to edit and maintain system numeric settings. > > ## FlagCode > > **Setting Purpose**: --- # System Settings - General The following general system settings as are related to all areas of **Credits and Refunds**.  > ✅ Refer to [System Settings - General](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28382808) for more information on how to edit and maintain general system settings. --- ## POSDefDesp **Settings Purpose**: Default despatch method (POS) Enter the **[Despatch Methods Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383350)**** code** in the **value **field to define the **Despatch Method **used for all POS transactions If a user does NOT enter a despatch method in [Credits & Refunds](https://refinedtheme-production.refinedwiki.com/macros/ui-textbox?pageId=36110980&pageVersion=2¯oId=f8d3ea66-a879-42b2-ba28-5023dd304038&truncated=true¯oBody=%3Cp%3EIf+a+user+does+NOT+enter+a+despatch+method+in+%3Ca+class%3D%22unresolved%22+href%3D%22%23%22%3ECredits+%26amp%3B+Refunds%3C%2Fa%3E+it+will+default+to+the&type=info&xdm_e=https%3A%2F%2Fsterkb.atlassian.net&xdm_c=channel-com.refinedwiki.confluence.cloud.refinedtheme__ui-text-box3539766481957568379&cp=%2Fwiki&xdm_deprecated_addon_key_do_not_use=com.refinedwiki.confluence.cloud.refinedtheme&lic=active&cv=1000.0.0-0ff256f7e6ea&jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJzdWIiOiI3MTIwMjA6YjljNjA2YzQtMTg1OC00OGExLWI2NDUtOWY0YjY3OGY3MmQ2IiwicXNoIjoiY2ZhZDI2Nzc3NmNjZmZjZmJmY2ZiZGIwN2MzNjAwOGFhMThhZDkwYjAyZDU3OWY5NzVkZjJkMTg0ZGNhYTFhZCIsImlzcyI6ImQ2ZjJlNzZiLWMzZjMtM2IxYS1hZTVmLWNhYWM5OWRlYzJlMCIsImNvbnRleHQiOnt9LCJleHAiOjE3NDM1NzU0NzMsImlhdCI6MTc0MzU3NTI5M30.w68k9m_9qVN4wjUGhJ_MvZXm4NMe0FW3nLF-mD_S_NU#) it will default to the despatch method defined on this system code. --- ## SOPSurProd **Setting Purpose**: Credit Note Surcharge Product Code Enter a valid product code in the **value **field. This product will be added to the [Current Transactions](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378786) and assumes the value of the restocking fee, governed by the System Setting - Amount **POSCrdSur%.** ![image](media://4f6674ca-155d-4af9-a129-3897e46ccb58) --- # Additional Information > ✅ Refer to [Credit Notes](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383394) for more information relating to the module.