How to manage Credit Notes?

How to manage Credit Notes?

Manage Credit Notes is for users to assign a credit note to a future month if required for accounting purposes.

To manage credit notes

1. Select Manage Credit Notes under Purchase requisition/Budget Management from the Menu.
2. Select the location.
3. Click on the Search button for the list of PR with credit notes to appear in the table.
4. Select the Credit Note No. by ticking the check box.
5. Set the Month and Year and click on the Set button that this record will be posted to.
6. Click on the PR Number that you will wish to view in detail.

7. You can print the Purchase Requisition by clicking on the Print button.

More on this topic

• For step-by-step guides to using Purchase Requisition/Budget Management module, see Purchase Requisition/Budget Management Module.