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Transactions | Suppliers | Credit Adjustment Notes | Create

This allows you to create credit adjustment notes by entering details or by reading in Goods Returned Notes and/or Supplier Invoices. Also, if you have already received a refund, you can enter its details.

Note: If you create a credit adjustment note by reading in an invoice, it will not reverse the payment.

If a Goods Returned Note has already been entered and there are changes in the quantity or price, a product adjustment transaction will be generated to cater for these changes.

When entering a Supplier Credit Adjustment Note, at the Supplier Code field you can use the Find feature to enter a Product Code and find the suppliers from the Product Masterfile.

It is not necessary that you enter a Goods Returned Note, you can enter details or read in Supplier Invoices straight into a Supplier Credit Adjustment Note.

One or more Goods Returned Notes can be used to create one Supplier Credit Adjustment Note.

Once a Goods Returned Note is read in to create a Supplier Credit Adjustment Note, the original lines on the Goods Returned Note will be flagged as Complete if all the goods were credited, Partial if only some of the goods were credited and Complete if the goods are never expected to be credited.

You can enquire on Supplier Credit Adjustment Notes but you cannot modify them. Refer to Delete Completed Supplier Credit Adjustment Notes.

Once a Supplier Credit Adjustment Note has been entered it can be printed. Purchase Order Options allow you to choose to print credit adjustment notes as they are entered or when selected from the report menu.

Tips: You can only delete a line on Credit adjustment note as you are entering it. If deleting a line read in from a Goods Returned Note, a question will display 'Will these goods ever be credited?'No (F3) will complete the line on the previous document and the value will be set to zero on the Credit adjustment note. Yes (F3) will leave the line outstanding on the Goods Returned Note and be flagged as deleted on the Credit adjustment note. Once the Credit adjustment note has been accepted, you must enter an invoice to reverse the line.

Related topics

Receiving supplier credit adjustment notes

How to reverse an allocated supplier credit adjustment note (tutorial)

 

REF: ID 621 | MOD 6 SUPPMODS | WHLP