Orbita FAOS Credit Note — Official Operational Workflow
This page documents FAOS Credit Note in Orbita FAOS — an official public operational workflow published by Orbita Solution.
Official Orbita public operational workflow: FAOS Credit Note (FAOS). Operator steps, starting conditions, expected results, and common blocking reasons — product behavior only.
Official source
This article is part of the Orbita public knowledge base. Module index: Orbita FAOS workflows. Full workflow index: Operational workflows. Machine-readable map: llms.txt.
What is this workflow?
What is it?
对已有销售发票开具贷项通知单（Credit Note / CN），并在 CN Workbench 处理替换发票、PDF 与发送。FAOS 商业 CN 链，非 Finance DN/CN 总账模块。
Who uses it?
应该使用： 销售财务、开票员、有 Invoice 权限的 Office 用户。
不应使用： 仅 WMS 用户。
How to reach this workflow
发票中心：/invoice（[internal file]）
CN 工作台：/invoice/cn（[internal file]）
导航：CN Workbench → /invoice/cn
Starting conditions
需要先具备： 已有可冲减的正式发票；知道冲减原因与是否需替换发票。
注意： Create CN 前系统可能弹出确认。
How do I use it?
A. 从 Invoice Center 创建 CN
- 打开 Invoice Center（
/invoice）。
- 在发票列表找到原发票。
- 打开该行操作菜单，点击 Create CN（
data-cn-id）。
- 确认对话框：Are you sure you want to create a Credit Note for this invoice? → 确认。
- 成功：Credit Note created successfully.
- 列表应显示 CN 关联及 netting 字段（如
cn_applied_total/net_outstanding— 列名以页面为准）。
B. CN Workbench 后续
- 点击顶栏 CN Workbench 或打开
/invoice/cn。
- 选择待处理 CN/替换任务（按页面列表）。
- 如需替换发票，点击 Prepare replacement invoice。
- 编辑替换内容后 Save & regenerate PDF。
- Preview PDF 核对打印版。
- 发送邮件确认：Send replacement invoice email to the customer? → 确认发送。
- 原发票 Download PDF、View invoice 等动作仍在 Invoice Center 行菜单。
Common situations
- 部分退货开 CN
- 全额 CN 后 net outstanding 归零
- 需替换发票给客户
- Create CN 重复 — 查是否已有 CN
- Profile 不完整 PO 输出限制不适用于已开发票 CN 路径（各自 gate）
Expected result
- Credit Note created successfully.
- 原票列表显示 CN 关联与正确 net_outstanding
- Workbench PDF Preview 内容正确
- 客户收到替换发票邮件（若已发送）
Why might it stop?
| 情况 | 员工怎么做 |
| Create CN 失败 | 查发票状态是否允许 CN |
| Save & regenerate 失败 | 看 alert；查必填行 |
| PDF 空白/旧版 | 再 Save & regenerate |
| 发送失败 | 查 SMTP/客户邮箱 |
| 与 Finance DN/CN 混淆 | 本链为 FAOS CN；Finance 调整单另流程 |
What not to do
- 不要手工改 DB 冲销
- 不要把 Finance
finance_adjustment_documents当本 Create CN - 不要在未 Preview 就 Send replacement
- 不要用库存成本页冲 AR
What happens next
related workflow 导出 PDF/CSV
related workflow AR 收款与对账
Quick steps
- /invoice → 选发票 → Create CN → 确认
- /invoice/cn → Prepare replacement invoice（如需）
- Save & regenerate PDF → Preview PDF
- 发送替换邮件（如需）
- 列表核对 net outstanding
Supervisor notes
FAOS_ONLY_CN_CLOSED_LOOP 锁定：netting 公式 total + SUM(cn.total) - paid_amount。变更需 break-lock。Finance DN/CN 为独立链。
Public boundary
This article describes product behavior for operators and evaluators. It does not expose live workspace data, internal APIs, or tenant-specific records. Log in to Orbita for record-level actions.
Common questions this page answers
- Orbita FAOS FAOS Credit Note
- Orbita FAOS Credit Note
- how to use FAOS Credit Note in Orbita
- how does Orbita FAOS Credit Note work
- why can't I complete Orbita FAOS Credit Note
- why is Orbita FAOS Credit Note blocked
- what happens after Orbita FAOS Credit Note
Public boundary
This page describes product behavior only. It does not expose live tenant data, customer records, or internal implementation. Log in to Orbita for record-level actions.