![]() ![]() ![]() You can also find more details about the inventory and adjustment notes in these articles: In the Inventory Quantity Adjustment window, enter the New Qty.Find the inventory item and under the Action column, click the drop-down arrow next to Edit.Under Lists, click Products and Services.Click the Gear icon beside the Magnifying glass icon.Then, go to the Products/Services page and adjust the inventory: Fill out all required fields (including the customer name, date, products/service items, quantities and amounts).Under Customers, select Adjustment Note.Click the Plus icon (+) located in the upper right-hand corner.It's where you can manually adjust an item's quantity without creating a sale. While we're unable to create an adjustment note without affecting the inventory, you can use the inventory adjustment option. Purchase Review Report with the Vendor Credit Memo used above and another one listed.We want your reports to be accurate, brittany-bertsch. Using the Receipt Date to generate the Lot Number is a popular solution with many of our customers. line item.Ĭompared to when you create a regular Purchase Order you may not have any idea what the Lot Number will be until the product actually arrives. When creating a credit it is likely that you will know the Lot Number involved and using the " in window" edit method is currently the only way to associate a Lot Number with a P.O. If you are editing a lot-based item on a Vendor Credit Memo, you will be required to use the " In Window" method. This window will have a search button for the "Lot Number" field. When the Create Vendor Credit Memo window opens first click the " In Window" Edit Method. Proceed with your AP procedures to post the transaction. If you have purchased and installed the entrée.APAccounts Payable add-on module, click Yes and the AP Enter Payables - Post Purchase Order window will open. A second Question dialog box will may open asking "Post this Credit Memo to Accounts Payable?". The system will now receive your items and post a Question dialog box with "All items have been received in full." then asking "Should this Credit Memo be closed after posting?". Process Vendor Credit Memo window Default Quantities: Select Receive in Full and the window features will be activated. Reference: Enter a brief description of the transaction.ġ4. Process Date: Select a new date if the current date is not to be used.ī. In the Process Vendor Credit Memo window make these selections.Ī. Next a Question message box will be displayed asking "Would you like to process this Credit memo?".Ĭlick Yes to process now and the Process Vendor Credit Memo window will open.ġ3. If you are using a custom Purchase Order design and wish to use the Vendor Credit Memo feature then you will need to contact Tech Support to arrange the modification of your custom document to support this new feature.ġ2. Only the "standard" entrée Purchase Order document has been updated to support the Vendor Credit Memo. Delivery Manifest Report will display Vendor Credit Memos.▪The Invoice column has been renamed to "Document Number" to apply to both document types. ▪Has a "Document Type" column to display if the document is an Invoice or PO. ▪Includes Vendor Credit Memo items for the route and so they are loaded onto the correct truck. The Assign Routes Utility supports Vendor Credit Memos and will display item returns as a “Delivery” and not as a back haul.The handling of inventory is simple and *all* return codes will deduct from inventory. ![]() Code drop down menu is shared with Invoicing so some options may not apply to a vendor credit memo. ![]()
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