This page describes rules to be applied when processing credit notes.
Additions: November 2021
Location Summary: clear Deed/Certificate when credit note is posted
Prerequisite: a credit note is posted containing a ROI item
Rules:
-
If Reset Deed Number on Credit Note = Y, then Deed/Certificate number field (loca_certificatenum) is cleared, set to NULL.
-
Write tracking note for deed/certification number field change.
Additional HOR entries: update as follows when credit note is posted
Prerequisite: a credit note is posted containing a ROI item
Rules:
1. Create Additional HOR entry with type: Previous Owner for the Holder of Right being removed from the Location Summary.
a. Write Deed (licence/certificate) number to corresponding field on Additional HOR entry.
b. Write Expiry date = date of credit note (today)
2. For any Additional HOR entries with type/s: Current, Joint HOR change the Type to Previous Owner
a. Write Deed (licence/certificate) number to corresponding field on Additional HOR entry.
b. Write Expiry date = date of credit note (today)
c. Write tracking entry for 3x above field changes: Type, Deed, Expiry Date.
3. For any Additional HOR entries with type: Authorised Interment, set deleted = 1
Validate Location operational status: check that status is not "interment" when credit note is posted
Prerequisite: a credit note is prepared containing a ROI item
Rules: before posting - using Promote to Credit Note button
-
Check Location Operational Status is not "Interment"
a. If N - credit note can proceed.
b. If Y - do not proceed to post credit note.
Display error message: Location contains interment/s. Credit note cannot proceed.
