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Good day,
Every quarter completed POs are moved to history, can a credit note be entered relative to one of these POs that is in history? Or can it only be done via an adjustment.
Regards
Rosemary
hi
credit notes can be entered for purchase orders that are in history. To do this, follow these steps:
Open the Purchasing Transactions Inquiry window (Purchasing > Inquiry > Transactions).
Enter the document number for the historical purchase order that you want to credit.
Click the Transactions button to open the Purchasing Transactions by Document window.
Click the Apply button to open the Apply Payables Documents window.
Enter the credit note information as you would for any other payable document.
Click the OK button to save the credit note.
Alternatively, you can also create a credit note as an adjustment to the inventory account. However, this method does not link the credit note to the specific purchase order. To create an adjustment credit note, follow these steps:
Open the Inventory Adjustments window (Inventory > Transactions > Inventory Adjustments).
Enter the item number and quantity to be adjusted.
Enter the credit amount in the Cost field, and select the appropriate GL account in the Account field.
Save the adjustment.
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