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Task #18535

closed

Task #18664: Sprint Planning for 12/08/2025 - 22/08/2025

Enable creation of Credit Note (Unlinked)

Added by Redmine Admin 5 months ago. Updated about 3 hours ago.

Status:
Closed
Priority:
High
Assignee:
-
Start date:
07/22/2025
Due date:
08/22/2025
% Done:

100%

Estimated time:
32:00 h
Spent time:
21:30 h
GitLab ID:
2999
GitLab Milestone:
GitLab Ticket Number:
770
GitLab Time Logged:
77400
Lock Timeline Date:
No
gitlab project trace:
Sprint Planning for 12/08/2025 - 22/08/2025

Description

An FFWD can issue a credit note directly from the Invoicing screen, even if no previous invoice exists.

Acceptance Criteria:

1. Credit Note Without Linked Invoice

  • Trigger: User selects “Create → Credit Note (Unlinked)”
  • Fields:
    • Select Client
    • Credit Note Number (auto-generated)
    • Date of Issue
    • Reason
    • Currency
    • Amount
    • Related Reference (e.g., MBL, HBL, Clearing Ref, etc.)
    • Remarks

The users must have the appropriate authority to issue credit notes without linked invoices.

The system should maintain a log of who created the unlinked credit note and why.

It should appear in reports and listing with “Unlinked” tag

GitLab Sync Log

[{"id": "28428", "author": "Nihaal Ramfoll", "hours": 2.0, "created": "2025-08-18T11:15:32.360Z", "log_date": "2025-08-18", "comment": "Imported from GitLab by @Nihaal Ramfoll on 2025-08-18T11:15:32.360Z: 2h-(2.0)h spend at: 2025-08-18", "status": "active", "deleted_by": "", "redmine_entry_id": 10207}, {"id": "28315", "author": "Nihaal Ramfoll", "hours": 1.5, "created": "2025-08-15T06:00:38.424Z", "log_date": "2025-08-15", "comment": "Imported from GitLab by @Nihaal Ramfoll on 2025-08-15T06:00:38.424Z: 1h 30m-(1.5)h spend at: 2025-08-15", "status": "active", "deleted_by": "", "redmine_entry_id": 10208}, {"id": "28305", "author": "Nihaal Ramfoll", "hours": 0.75, "created": "2025-08-15T05:15:16.741Z", "log_date": "2025-08-15", "comment": "Imported from GitLab by @Nihaal Ramfoll on 2025-08-15T05:15:16.741Z: 45m-(0.75)h spend at: 2025-08-15", "status": "deleted", "deleted_by": "28314", "redmine_entry_id": 10209}, {"id": "28298", "author": "Nihaal Ramfoll", "hours": 5.0, "created": "2025-08-14T12:09:09.457Z", "log_date": "2025-08-07", "comment": "Imported from GitLab by @Nihaal Ramfoll on 2025-08-14T12:09:09.457Z: 5h-(5.0)h spend at: 2025-08-07", "status": "active", "deleted_by": "", "redmine_entry_id": 10210}, {"id": "28297", "author": "Nihaal Ramfoll", "hours": 5.0, "created": "2025-08-14T12:09:02.668Z", "log_date": "2025-08-10", "comment": "Imported from GitLab by @Nihaal Ramfoll on 2025-08-14T12:09:02.668Z: 5h-(5.0)h spend at: 2025-08-10", "status": "active", "deleted_by": "", "redmine_entry_id": 10211}, {"id": "28296", "author": "Nihaal Ramfoll", "hours": 3.0, "created": "2025-08-14T12:08:53.022Z", "log_date": "2025-08-12", "comment": "Imported from GitLab by @Nihaal Ramfoll on 2025-08-14T12:08:53.022Z: 3h-(3.0)h spend at: 2025-08-12", "status": "active", "deleted_by": "", "redmine_entry_id": 10212}, {"id": "28295", "author": "Nihaal Ramfoll", "hours": 5.0, "created": "2025-08-14T12:08:46.193Z", "log_date": "2025-08-13", "comment": "Imported from GitLab by @Nihaal Ramfoll on 2025-08-14T12:08:46.193Z: 5h-(5.0)h spend at: 2025-08-13", "status": "active", "deleted_by": "", "redmine_entry_id": 10213}]

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