This tab provides information on credits from this vendor.
Add Credit
To record a credit from this vendor click "Add Credit" on the right side of the page.
Complete Fields
Complete the fields in the Add Credits Page that appears
Vendor
Select the vendor linked to the credit from the dropdown box.
Purchase Order
Select the purchase order linked to the credit from the dropdown box if applicable.
Resolve PO
Check "Resolve PO" if you would like to mark the purchase order as resolved after creating this credit. You will no longer be able to edit the purchase order if you check this box.
Ref. Number
Enter the credit number.
Term
Select when the credit is due relative to the credit date. (hyperlink to adding terms setup)
Credit Date
Enter the date listed on the credit
Due Date
Enter when the credit is due. This field will be prepopulated based on what you entered in the "Term" field.
Total Amount
Enter the credit's total amount. This amount must equal the green number listed in the "Total" box below.
Items & Parts Tabs
Add which Items and Parts you are getting credit for in the corresponding tabs. If this credit is linked to a purchase order, these tabs will be pre-populated by the items and parts that were added to the PO. The same steps apply for items and parts.
a. Include
Only applicable is receipt is linked to a purchase order. Uncheck the box to the left of any items you would like to exclude from the credit
b. Add Items
Click "Add items".
An "Add Items" page will appear. Check the boxes to the left of the items you would like add to the credit. When you are done adding items, click "Add Items" in the bottom right corner.
*Note: If you need to add new items are parts go to (hyperlink to items and parts setup table).
c. Edit Fields
Once you have added items, edit fields by clicking the space beneath each heading. You can edit all fields aside from "Item Code". hyperlink to items/parts field meanings).
Memo Tab
If you would like to add a memo to the credit, enter one here.
Save
Click "Save" in the upper right corner to continue.
The Credit Details Page Will Appear.
Credit Details Page
Use the credit details page to view and edit credit information. Access this page by clicking the blue "Number" hyperlink to the right of the credit.
The Credit Details Page will appear.
Edit
If you would like to edit credit dashboard fields, items, and/or parts click "Edit" in the upper right corner and follow the Add creditt fields hyperlink).
GL
Click "GL" to view the general ledger entry linked to this credit. (hyperlink to gl)
Apply Credit
Click "Apply Credit" to apply this credit to a bill. A list of open bills from the vendor will appear.
Apply Amount
Select which bill(s) you are applying the credit to by entering the dollar amount(s) in the blue box(es) to the right of the bill(s). You can apply the credit to multiple bills.
Apply
Click "Apply" in the upper right corner. After you apply the credit it can no longer be edited.
Applied To Tab
The "Applied To" tab show a list of bills the credit has been applied (and unapplied) to. Access the Bills Details Page by clicking the blue "Number" hyperlink to the left of the of the bill. Click "Unapply" to the right of the credit to unapply it.
