Overview:
Currently, the credit note system is designed to reduce the purchase order (PO) value before you receive and submit the bill. If you receive a credit after the bill has been submitted and pushed to your accounting software, you will need to manually update the records.
Steps to Process a Credit Note Received After the Bill:
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Navigate to PO Reconciliation:
Go to the Reconciliation>PO reconciliation section where the original bill is recorded. -
Delete the Submitted Bill:
Locate the bill linked to the PO and delete it to allow for adjustments. -
Apply the Credit Note:
Update the PO by applying the credit note value. -
Resubmit the Bill:
After applying the credit, resubmit the bill with the updated PO value. -
Sync with Accounting Software:
Once resubmitted, ensure the updated bill is pushed through to your accounting system.