Credit/Debit Note Entry — Overview

Use this form to:

• Enter credit notes and debit notes from your vendors.

• Review existing credit notes and debit notes.

• Enter new additional costs on credit notes and debit notes.

• Export credit notes and debit notes.

• Assign serial/lot numbers to items if you have the Serialized Inventory and Lot Tracking license installed.

For help on particular tasks, choose one of the following topics:

Day End Processing of credit notes and debit notes

Editing currency exchange rates

Editing tax information

Entering additional costs on credit notes and debit notes

Entering credit notes and debit notes

Exporting credit notes and debit notes

Posting credit notes and debit notes

Processing credit notes and debit notes

Using security with credit notes and debit notes

Assigning Serial Numbers to Credit/Debit Notes

Assigning Lot Numbers to Credit/Debit Notes

Before you start

Before entering credit notes and debit notes:

• Post any invoices or returns for which you are being credited or debited.

• Make sure you have complete information for each transaction. Once you post a credit note or debit note, it is completed, and you cannot edit it.

• Find out the credit note or debit note number to use.

Click one of the links below for help on using the corresponding tab:

Use the Post button to post the credit note or debit note. Note that you cannot edit credit notes or debit notes after posting them.

Use the History button to open the Purchase History form and check information about the items you have purchased from your vendors.

Use the Close button to close the Credit/Debit Note Entry form.

See also

Invoice Entry Form — overview

Purchase Order Entry Form — overview

Purchase Orders processing overview

Receipt Entry Form — overview

Requisition Entry Form — overview

Return Entry Form — overview