Exporting Credit Notes and Debit Notes

Use the Export command on the File menu in the Credit/Debit Note Entry form to transfer credit note and debit note transactions created in Purchase Orders to non-Sage ERP Accpac applications, or to a file to be edited and imported later.

Before exporting, decide which fields to include in the export file. You must select fields for each type of record used for credit notes and debit notes. You should also find out the path for the export file you want to use or create.

When you choose Export, Purchase Orders exports all the credit notes and debit notes currently in the system. If you do not want to export everything, use the Set Criteria option to specify the documents to export.