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Finance- Payable module

  • 15 October 2020
  • 6 replies
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Userlevel 3
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  • Jr Varsity II
  • 103 replies

Hi 

may i check with you all whether finance- payable can create the debit note or credit note for those debit and credit adjustment in PAYABLE?

We understand that  is OK to issue credit/debit note in RECEIVEBLE but not able in PAYABLE 

Who can advise on this?

Thank you

 

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Best answer by vkumar 16 October 2020, 07:55

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6 replies

Userlevel 7
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Hi,

In AP mostly the Credit and Debit notes/memos are prepared/sent by Vendor. Its documented using Debit adjustment or Credit adjustment document in Acumatica. Customer would create a Debit adjustment document when Vendor sends a Credit memo/note. Customer would create a Credit adjustment when Vendor sends a Debit memo/note. Here is the documentation link which explains this process in detail :

https://help-2020r1.acumatica.com/Help?ScreenId=ShowWiki&pageid=1693bbe7-f8bb-4478-ac2e-8f67b6958a51

Hope this helps,

Regards,

 

Userlevel 3
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 Hi Vijay

Thanks for your reply.

Does it mean acumatica currently not support issue credit/debit memo for vendor?

 

Hope to hear from you soon.

Thank you

Userlevel 7
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Hi Erin,

I guess you are looking for a Debit / Credit note report to be printed from Debit / Credit adjustment document to be sent to the Vendors? We don't have any default report, but one can build a custom report with required name.

Hope this helps,

Regards

 

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Hi Vijay 

 

thanks for your reply. Yes correct

Does it mean we need to customize the debit / credit memo report ? 

 

 

Userlevel 7
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Hi Erin, 

You are correct. You need to create a customized report as per your requirement.

Regards,

Userlevel 3
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Hi Vijay

 

Got it .Thank you

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