Create Supplier Debit or Credit Notes
Explanation
Use this activity to create supplier debit or credit
notes and enter basic information.
Prerequisites
In order to distinguish debit or credit notes from
other supplier invoices you have to define a different invoice type in the
Supplier Invoice Types window and this invoice type should be
connected to an invoice number series.
System Effects
The following system effects will take place if an
automatic number series is assigned to a debit or credit note.
- If an automatic no series is defined for a
selected supplier invoice Series ID the system will not allow you to enter a
value for the invoice number in the Invoice Identity field in the Manual Supplier Invoice
window.
- If the selected Series ID is connected to an
automatic number series the system will allow you to enter values for
invoice line information and posting information without having to enter an
invoice number in the Invoice Identity Field
in the supplier invoice header because the invoice number will be automatically assigned when
saving the invoice.
Note: However, If an automatic no series is not defined for a selected
supplier invoice series ID you can enter an invoice number in the Invoice
Identity field manually and continue creating a
supplier debit or credit note.
- If the Print Debit Credit Note check box
has been selected in the Supplier Invoice Types window then
the Print Debit Credit Note right mouse button option will be enabled in the
Manual Supplier Invoice window.
Window
Manual Supplier Invoice
Supplier Invoice Types
Invoice Series
Related Window Descriptions
Supplier Invoice
Entry
Invoice
Number Series
Invoice
Series
Supplier Invoice Types
Procedure
- Open the Invoice Series window and
either define a new invoice series or select an existing series ID that you
want to connect the supplier invoice type.
- Right click and click the Invoice Number Series
option and define an automatic number series if you want to automatically
assign a number series for debit or credit notes.
- Click Save
- Open the Supplier Invoice Types
window and either create an invoice type or select an existing invoice
type and connect the invoice number series that you created in step 1and 2.
- Select the Print Debit Credit Note check
box in the Supplier Invoice Types window and Save if you want
to print the debit and credit note.
- Open the Manual Supplier Invoice
window and create a new record.
- Select the invoice number series that you
defined in step 1. Note: If you have selected an invoice number
series which has been define for an automatic number series as described in
step-2, you will not be allowed to enter the invoice number manually. On the other
hand you can enter values for supplier invoice Line Information and Posting Information
without having to define a invoice number.
- Click Save.