Edit a credit note
Goal
Correct a credit note while it is still editable.
Who it is for
Sales clerk (sales.manage).
Preconditions
- Status is draft, pending_approval, or approved (
canEditCreditNoteDocument). - Posted / allocated / refunded / voided notes are immutable (except the void/allocate/refund lifecycle path).
Steps
- Open the credit note from Credit notes.
- If editable, choose Edit, adjust header/lines (qty cannot exceed remaining creditable qty on the parent invoice when reversing), reason code, and warehouse for restock lines.
- Save. Post when ready (
sales.post). - If already posted, do not expect free edits — use allocate / refund / void as documented in lifecycle.
Result
Editable changes are saved, or you follow the posted correction path.
Hard stops
documentImmutable; credit qty exceeds remaining; documentNoLines; warehouse required on restock stockable lines.