The Process Credit Notes screen shares the look and feel and functionality of all the other enquiry screen. For more information on what the look, feel and functionality of an enquiry screen, please refer to the purchase transaction enquiry article.
When you create a purchase order credit note, the system automatically batches this transaction for you and you can view all your unprocessed credit notes in the Process Credit Notes enquiry and processing screen.
The Totals for gross and net at the bottom of the screen show the sum of all order's gross and net values.
Once you have selected an order or orders to process, the totals at the bottom will relate to the selected order or orders only.
Access the Process Credit Notes screen:
Click Purchasing click Transactions and then click Process Credit Notes.
Note: All batched purchase order credit notes are displayed in the enquiry screen. You can narrow down you search using advanced filters.
Select the checkbox in front of the transaction or transactions you wish to work with.
Note: The Action Panel opens automatically from the right hand-side of the screen.Select the Process Credit Note card to process the credit notes.
If you have selected only one credit note to process, you can also edit this transaction by clicking on the Edit Order card.
Tip: You can use the Select All checkbox to select all listed transactions so you can process them in bulk. The Edit Order card is only available when a single selection is made.
The Process Credit Notes screen:
Option | Description |
Delivery Date |
|
Delivery Year |
|
Delivery Period |
|
Invoice Date |
|
Invoice Year |
|
Invoice Period |
|
Credit Note No. |
|
Disputed |
|
Once you have processed a purchase order credit note, it will no longer be displayed in the Process Credit Notes screen, and you can find the processed credit note in the Purchase Transaction Enquiry screen for the relevant supplier record.