The Supplier Credit Notes module allows you to record Supplier Credit Notes when goods are returned or services are rejected. Where applicable, the Supplier Credit Note items will update Inventory with the Materials that are returned.

Discover Supplier Credit Note

• Supplier Credit Note Data Grid
• Supplier Credit Note Interface

Supplier Credit Note Data Grid

Navigation

Main Menu > Suppliers > Supplier Credit Notes > View

The following additional functionality becomes available when you right-click on a record in the data grid:

• Open Workflow - This will open the Workflow side-panel.
• Open Transaction in Ledger - This will open the Detailed Ledger of the selected Transaction.
• View Supplier Summary - This will open the Supplier Summary side-panel.
• View linked Transactions - This will open the Linked Transactions side-panel.
• Copy to Materials Movement (Issue) - This will copy this Transaction to a Material Movement (Issue) Transaction.

Supplier Credit Note Interface

Navigation

Main Menu > Suppliers > Supplier Credit Notes > Edit/New

1. Status - This shows the Status of the Credit Note. If the Status is Complete, the Credit Note cannot be edited. Only Active and Complete transactions are cascaded to the Ledger for Accounting purposes. Status changes can be made by using the Status button (5).
2. Transaction header - The Transaction Header contains the Transaction No, Date, Supplier, Reference, Note and links to other Transactions.
3. Info - This Info button will open the Supplier Summary side-panel.
4. Account - This field will copy from a Supplier Invoice and will update the Credit Field in the Ledger. The field is also available in the Transaction grid.
5. Add Item - This button allows you to add Items manually to the Supplier Credit Note (Custom) and from Invoice - which allows you to add Items from an Invoice. This is useful when Material Items need to be returned to the Supplier.
6. Items - This shows the list of Items, with their prices and adjustments, on the Supplier Credit Note.
7. Status - This allows you to change the status of the transaction manually. All status changes are audited - Menu > View Audits.
8. Copy - Supplier Invoices can be copied to Materials Movement (Issue). This would be used when an Item needs to be returned to the Supplier.
9. Menu - The Menu button provides additional functionality within this module.
   • Issue All Inventory Items - This allows you to return stock Items to the Supplier.
   • Open Workflow - This will open the Workflow side-panel.
   • Open Transaction in Ledger - This opens the Transaction in the Ledger module.
   • Open linked Supplier Invoice - This will open the linked Supplier Invoice.
   • Open linked Purchase Order - This will open the linked Purchase Order.
   • Open linked Work Order - This will open the linked Work Order.
   • View Linked Transactions - This allows you to view Transaction linked to this Supplier Credit Note, in the side-panel.
   • View Linked Purchase Order - This will open the linked Purchase Order side panel.
   • View Audits - You can view the Audits of all Status changes made to this Supplier Credit Note in a side panel view.
   • View Supplier Summary - This shows the Supplier Summary in the side panel. For more about Supplier Summary, click here.