How to link Credit Memo and Sales Order directly from their modules?

A direct link can be created between the Sales Order and the Credit Memo modules.

How does it work?

Create a Sales Order. Save it and go to “Link Credit Memo” in the Options dropdown.

It will open a “Credit Memo Linking” Subform.
In the “Credit Memo Linking” Subform the Sales Order dropdown will be auto-filled with the Sales Order number.
In the Credit Memo dropdown, only the Credit Memo numbers with the same Customer and Store selected in the Sales Order will be retrieved.
Once the Credit Memo# is filled, other details like the Customer Name, Ref#, Linked Sales Order(Linked amount), and total amount will get auto-filled.
Hit “Link” and the linking will be saved.

Only the amount equal to or less than the sales order total amount can be linked.
Link the Credit Memo to Sales Order and save the SO to save the mapping.
The linked Credit memo can be seen under the “Credits/Deposits” tab of the SO.
This tab will show the linked Credit Memo and linked Customer Deposits with that Sales Order.

After the Sales Order is Shipped, the amount linked with the Sales Order will be automatically applied to the Invoice.
Added a new column “Linked Credit Memo Amount” in the Sales Order Centre. The Total Linked Amount will be fetched in this column.

The process of Linking Credit memo with SO on the Credit Memo module works in the same way as explained above.

Navigate to the Credit Memo module and save the Credit Memo.
Now go to Link Sales Order in the Options tab.
The linking subform will open and the Credit Memo number will be auto-filled and the drop-down will be disabled.
In sales order drop down the sales order number of the selected customer and the store will come.
On change of sales order the data Customer name, Ref no, Total amount, and Linked credit memo (Linked amount) will be shown.

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