Method A

Step 1: 

Menu Path: Control Panel > System Admin > Manage User > Configure Role Permission > Customer > General Customer Module Permissions > Permission to create Credit Memo by Trade In Items

• Tick to allow create Trade In
• Untick to disallow create Trade In

Step 2:

Menu Path: Control Panel > System Admin > Manage User > Configure Role Permission > Customer > General Customer Module Permissions > Permission to create Credit Memo by GL Code

• Untick to disable the GLcode part on Trade In Page or allow create Manual Customer Credit Memo → apply for operation staff who cannot see the accounting part

• Tick to enable the GLcode part on Trade In Page or allow create Manual Customer Credit Memo

Step 3:

Menu Path: Control Panel > System Admin > Manage User > Configure Role Permission > Customer > Credit Memo by Branch

• Untick Location to disallow
• Tick Location to allow
• Click Submit

Method B

Menu Path: Customer > Credit Memo > Create > Permission icon on top right corner

To set the Default Tax Code for Trade In items, go to the following path: 

Control Panel > System Admin > EMP Configurations > Tax > Purchase (Input Tax)

• Tick on the checkbox for Trade In and select the Default Tax Code. Click on the Submit button.
• When the Item is selected for Trade In at the Customer Credit Memo, the Default Tax Code will be indicated at the Item Widget. 

Path A: Via Full Screen Cash Sale

Menu Path: Trading > Sales > Full Screen Cash Sale

Path B:  Via Customer Credit Memo Page

Menu Path: Customer > Credit Memo > Create 

For Trade In, user need to proceed the Output Tax Filling which affect the Input Tax section 6a and 6b on GST-03. Steps are as follows:

• Create Customer CM for Trade-In Item.

• Proceed to Extended Modules > Malaysia GST > Tax Filing > Output Tax Filing and click Submit

• Before filing the Output Tax, the following is the GST-03 amount at 6a and 6b:

• After filing the Output Tax, the Customer Trade In CM will affect the 6a and 6b at GST-03. Following is the Journal Entry for the Trade-In CM and also the amount at GST-03, 6a and 6b: