By default, ConnectIt recognises a credit note in QuoteWerks as being an invoice document type with a Doc Status of Credit Note.
In order to be able to facilitate creating credit notes in QuoteWerks but keep QuoteWerks sales reporting correct, users will create credit notes as invoices with negative values. However, when creating the Sales Credit document in Sage, the Sales Credit needs to have positive values.
To facilitate this way of using QuoteWerks, the +/ - column on the Document Settings tab of the ConnectIt Configuration utility defaults to ticked for Credit Notes to ensure that Credit Notes created with negative values in QuoteWerks have that value changed to positive in Sage. This ensures that the reporting systems in both applications show the correct values.
Equally any positive values on the QuoteWerks Credit Note are changed to negative (where a discount is being applied for example).
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