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Credit Note for a PO

Posted on by Microsoft Employee

I raised a PO to a vendor and that PO is invoiced , But now my vendor has given some dollar credit on that PO.

how do i raise a credit note for the invoiced PO.

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Credit Note for a PO

    Hi Adit,

    The PO form has a credit note functionaltiy, which does, however, create 'negative' PO lines and consequently results in inventory transactions. Assuming that you do not want to have those inventory transactions generated, there are a couple of options available how you can create alternatively credit notes, such as through 'dummy'/Service items and alike.

    Best regards,

    Ludwig

  • Suggested answer
    Khaled Alloud Profile Picture
    Khaled Alloud 3,658 on at
    RE: Credit Note for a PO

    Create a new PO, just the header.

    Then click on the button found on the Purchase tab, Credit note.

    then you select the PO and the related invoice, and choose the amount you want.

    Regards,

  • Suggested answer
    PrzemekG Profile Picture
    PrzemekG 723 on at
    RE: Credit Note for a PO

    Hi,

    Create new PO (same vendor), go to Functions and Create credit note. Select invoice you want to credit and proceed as with regular invoice.

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