Credit notes, oversupplied items and swapping items

Owned by Former user (Deleted)
Last updated: Feb 24, 2017 by Former user (Deleted)

Use the General tab of the Purchase Order Maintenance window to record:

  • credit notes
  • oversupplied items
  • items to be swapped.

These are all flagged by the value of the Order Type field on the General tab. See Purchase Order Maintenance - General tab.
The relevant order types are:

Order Type

Description

Credit

The creditor has overcharged you. You need a credit note from them.

Oversupply

The creditor has supplied too many items. You need a credit note or a refund for the oversupply.
Select this value to print a list of the oversupplied items. You can return this to the creditor along with the excess items.

Swapped

The creditor has supplied faulty items or incorrect items. You need to exchange the items.
Select this value to print a list to return with the goods that need to be exchanged.