Skip to main content

We are excited about digitizing the purchase return process. Currently, I am familiar with two return types: return for rework and return for credit.

My question is, what happens next when "return for credit" is selected as the return reason? Does the system automatically generate a supplier credit invoice, or must users manually create the credit and link it to the supplier shipment?

If anyone has complete documentation on this process, sharing it would be greatly appreciated.

Hi ​@mwatata.lewa,

The system does not create Credit Note automatically and, business user would need to raise Manual Supplier Invoice manually like a normal invoice.

Purchase Retrun process is quite simple and following steps need to followed to complete Purchase Return with Return for Credit. 

  1. Create Return Request with Return for Credit.
  2. Link return request with a Shipment Id using Available lines for Shipment screen.
  3. Complete shipment Process.
  4. Raise Manual Supplier Invoice for credit note.

Return Process can be automate as well. Please refer below discussion.

Hooe this will help. Please let me know if you need any further assitance.

 

Regards

Abdul Rehman

Hi, ​@mwatata.lewa

Your Question: 

What happens next when "return for credit" is selected as the return reason? Does the system automatically generate a supplier credit invoice, or must users manually create the credit and link it to the supplier shipment?

No automatic creation of supplier credit invoice. The user has to create and match.

Please refer Help documentation - Report Return for Credit.

regards,

Piyal

Reply


Terms & ConditionsCookie settings