Add Credit Notes for Suppliers

Purpose

Create a Credit Note to return Spares Items to a Supplier.

Before you start

• The Spares Item must be received.

How to… Add a Credit Note for a Receipt from a Supplier

1.   Click Material Manager - Credit Notes then .
The Credit Note window opens.

2.   Click + in the toolbar.

3.   Select the Receipt Number on the Credit Note - Header tab.

4.   Save the record.

5.   Enter the Qty Credited for the Credit Note Items specified for the Credit Note.

As a result...

• The Credit Note Number is automatically generated.
• The Credit Note transaction is posted.
• The Supplier's account is credited.

Business rules

• A Spares Item can only be returned to a Supplier if the Receipt transaction has been saved.
• Only Stock Items, Coded Non-Stock Items, Contractor Items and Direct Purchase Items specified on the Receipt can be credited.
• A Credit Note that has been saved cannot be changed or deleted.
• Qty Credited must be less than or equal to the Qty Received.
• Qty Credited must be a positive value.

Please note!

• The Credit Note is linked to the Receipt and the Return.

More information

• Refer to Credit Note edit window.

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