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This text refers to program version 6.2  

Crediting Purchase Invoices (Debit Memos)

If you want to credit a Purchase Invoice that has been sent to you, follow these steps:

1. Create a new Purchase Invoice record, or duplicate the Purchase Invoice you want to credit. Duplicating will ensure that the correct Purchase Account(s) will be credited.
   

2. Fill in the data in the normal way, but change the Payment Terms to refer to a Payment Term record of Type "Credit Note" and enter the number of the credited Invoice in the Credit of Inv. field. Use 'Paste Special' from this field to search for the correct Purchase Invoice Number. The Invoice to be credited must be approved.
   

3. When you approve and save the Invoice, the Accounts Payable will be updated, and a new General Ledger Transaction will be generated.

In multi-user systems, you can use Access Groups to control who can approve Purchase Credit Notes: they need not be the same members of staff as those who can approve Invoices. To do this, deny access to the 'OKing Purchase Credit Notes' Action.

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In this chapter:

• Introduction
  

• Entering a Purchase Invoice
  

• Entering a Purchase Invoice - Example
  

• Inspecting and Approving Purchase Invoices
  

• General Ledger Transactions from Purchase Invoices
  

• Cash Notes
  

• Crediting Purchase Invoices, including:
  
  • Purchase Credit Notes and Cash Notes
    

  • Invalidating Purchase Invoices
  
  
• Operations menu

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• Home page for Books by HansaWorld manual

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