Entering a new Supplier Credit Request from scratch short cut

Owned by Sharon Harden (Unlicensed)
Aug 30, 2023
1 min read

  1. In the Navigation panel, go to Purchasing then Orders.

  2. Click on button New

  3. The Purchase Order screen displays. 

  4. Click on drop-down Type and change it to STKCRD(Supplier Credit Request)

  5. Select the Supplier for this supplier credit request

  6. Key in the product into the product field that you are claiming for

  7. The Qty Ordered is a positive or negative dependent on the purchase order Type.

    1. STKCRD will cause the Qty Ordered to immediately go negative

    2. PURORD will cause the Qty Ordered to immediately go positive

    3. If you need to change the Qty you are claiming for, make sure it is a negative quantity when you rekey it in.

  8. Key in any more products that you need to claim back from the supplier

    1. Click on the button Dispatch to affect the stock on hand but not the dollar value at this point.  (i.e. just like a purchase receipt without completing the invoice side of it)

    2. Once the Dispatch window opens, click on the button Finalise - you need to get the stock out of stock on hand now.

    3. OR

    4. Click on the button Complete to affect the stock on hand and also place the Credit on the supplier's open items. This means the stock will decrease and the value of the stock credited is also registered against the product and on the supplier’s open items