Resolve Collection Notes
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This program can be used to move collection notes into history once the goods have been collected back from the customer.  You are given options at this stage whether to credit this collection, re-issue the item, book the collected items into stock or return them to supplier. 

1.      Select Gx SOP from the toolbar.
2.      Hold the cursor over Collection Notes on the menu.
3.      Select Resolve Collection Notes from the second menu displayed.
4.      Enter the collection note number or select it from the drop-down menu.
5.      Tick the check-box in the Credit? column if you wish to generate a credit note for the items collected on this line.  The Inv column at the bottom right of the screen indicates whether a product line has already been invoiced.
6.      The Price paid is displayed.  You can confirm this value for the credit note, or amend it if you are not refunding the full price. 
7.      The Discount can also be amended.
8.      Click the check-box in the Undo column to cancel this line off the delivery note so that it can either be redelivered (e.g. if the item is faulty or there had been a picking error and you are sending a replacement ) or deleted from the sales order (e.g. if no longer required and has not already been invoiced).  Note: you cannot issue a credit note and undo the line, the goods must be paid for if you issue a credit note.
9.      From the drop-down menu in the Stock column, decide what you are going to do with the goods collected from the customer, i.e. book them into stock (into your normal warehouse), return to supplier which moves them into the returns warehouse (w/h 999) or no update of stock. 
10.   Click the Save button. 
11.   Choose Yes to complete this collection note.  If you have indicated that a credit note is to be generated or stock is to be updated, this will occur now.  You can view the customers comment history in Gx CRM\Contact Details to see the credit note order number raised for the collection note and check stock enquiry to view the stock movement created by the collection note.  If you selected return to supplier, the goods will be booked into the Returns Warehouse ready for you to Generate Supplier Return Forms. 
12.   You can now issue the credit notes raised for these completed collection notes.   

Click here to view the Collections and Returns flowchart for guidance on the next steps.