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Purpose
Generate a Credit Note from the Receipt edit window for items that must be returned to the Supplier.
Where to find
Before you start
The Spares Item must be received.
How to… Generate a Credit Note from the Receipt edit window
1. Click Material Manager - Purchasing - Receipts then .
The Receipt edit window opens.
2. Search for the required Receipt.
3. Click on the Receipt edit window.
A notification message is displayed.
4. Click “Yes” to open the Credit Note edit window and automatically add all the Receipt Items to the Credit Note on the Credit Note Items for Credit Note window.
The Credit Note Number is automatically generated.
5. Click “No” to open the Credit Note edit window, save the Credit Note, click to open the Credit Note Items for Credit Note window, click
to select a Receipt Item from the lookup, then enter the Qty Credited for the Credit Note Item on the Credit Note Items for Credit Note window.
6. Save and refresh the record.
As a result...
More information