When in History on the Invoice tab, finding and Invoice then clicking on Credit Note, a new Credit Note is created for the customer. On the header tab, I do not see terms. We need to be able to edit this field because some of our older invoices are using terms codes that no longer exist. OE will not allow us to post the credit when the terms don't exit. Why isn't terms visible on this screen anywhere? Where is it? It is editable on our Orders, but can't find the field in Credit Notes.

Hi Susan,

Credit notes don't have Terms, which is why they are not visible on the Totals tab.

Are you indicating that if you have an OE invoice that has a particular Terms code attached and that Terms code has been deleted, you get an error attempting to create a credit note based on that invoice?

Yes!

Sounds like a bug. Thanks for bringing it to our attention.

As a short term fix, could you add the Term back to your file with a description of "** Do not use!! **" (not that anyone will pay any attention) that it is complaining about?

Yes, either add the terms back or issue the credit using "no invoice". I don't really want to add the terms code back because I don't want it to be available to use for current accounts.

You don't have to have the same terms - in fact you could make the actual calculation of the Due date be COD. Adagio is just checking the existence of the code when it shouldn't, and terms are ignored on credit notes.