Hello all,
I have a PO created with status as Completed & Po Receipt released. And now I have a credit memo received. How can I record a credit memo against this PO?
Thanks.
Answer
Voiding or Deleting PO
Best answer by Laura03
Hello Harry,
- Please Return the Receipt: Select the Lines that were credited and then click RETURN.
- Was an AP Bill entered for the Receipt? If Yes, continue with steps to add a Debit Adjustment:
If Create Bill is selected ON for the Return, Acumatica will create a Debit Adjustment for you in AP (Debit Adjustment will reduce the amount owed to the vendor).
- Apply the Debit Adjustment to the AP Bill in AP Checks & Payments screen.
Laura
+19Hello Harry,
- Please Return the Receipt: Select the Lines that were credited and then click RETURN.
- Was an AP Bill entered for the Receipt? If Yes, continue with steps to add a Debit Adjustment:
If Create Bill is selected ON for the Return, Acumatica will create a Debit Adjustment for you in AP (Debit Adjustment will reduce the amount owed to the vendor).
- Apply the Debit Adjustment to the AP Bill in AP Checks & Payments screen.
Laura
~ Laura Barber, WM Synergy
Hello Harry,
- Please Return the Receipt: Select the Lines that were credited and then click RETURN.
- Was an AP Bill entered for the Receipt? If Yes, continue with steps to add a Debit Adjustment:
If Create Bill is selected ON for the Return, Acumatica will create a Debit Adjustment for you in AP (Debit Adjustment will reduce the amount owed to the vendor).
- Apply the Debit Adjustment to the AP Bill in AP Checks & Payments screen.
Laura
Hey
+19Hi Harry,
If the Bill has not been created, do not check the box to “Create AP Bill on your PO Return, and that is all. 🛑.
You may Cancel the PO - if you will never receive the items.
Laura
~ Laura Barber, WM Synergy
Hi Harry,
If the Bill has not been created, do not check the box to “Create AP Bill on your PO Return, and that is all. 🛑.
You may Cancel the PO - if you will never receive the items.
Laura
Shall I release the PO return?
+19Yes.
~ Laura Barber, WM Synergy
Hello Harry,
- Please Return the Receipt: Select the Lines that were credited and then click RETURN.
- Was an AP Bill entered for the Receipt? If Yes, continue with steps to add a Debit Adjustment:
If Create Bill is selected ON for the Return, Acumatica will create a Debit Adjustment for you in AP (Debit Adjustment will reduce the amount owed to the vendor).
- Apply the Debit Adjustment to the AP Bill in AP Checks & Payments screen.
Laura
Hey
Thanks.
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