Credit Notes for Purchase Orders

Credit Notes for Purchase Orders

Credit Notes are a commercial document issued from a supplier to a customer when goods have been returned, did not receive or offer a reduction in price is offered under the terms of a earlier invoice.

Credit Notes for purchases are received from your Supplier and are used to reduce the amount of money you owe them.

For information about creating a credit note to issue to your Customer see: Action: Create Credit Note for Invoice

Once a Credit Note for purchase has been created it will appear in your Actual, Billable and Edit Billable Cost Reports.
QicWorks will push your Bills to your accounting software in Draft format.
This  help file has been designed to show Users where they can review Credit Notes for items purchased using a Purchase Order.

Click on  Business  from the main menu, then click on  Purchase Orders . From the Receipts Filters click on Credit  Credit Notes.    

To review a specific Credit Note click on the  purchase order number  hyperlink.

Credit Note Management Table

  Navigation Breadcrumbs: Click on hyperlinks to jump to that screen.
B   Toggle Page Width: Click to increase or decrease the page width.
C   Data Filters: Filter the Purchase Order table by All, Draft, Issued, Billed, Expedite, Closed or Archived. (Default view is All.)
Receipt Filters Menu: Click to filter your data by All,   Bill Delivery Docket   or Credit Notes . (Default view is All.)
E   Action Menu :  Create a New Purchase Order or new Bulk Purchase Order. 
F   Totals Bar View the current Purchase Order values based on order status of Draft, Issued, Receipted and Total.
G    Help Icon: Click on the book icon to open page help .
H    Show Entries Change the view settings to Show 5, 10, 20, 50, 100 or All entries.
I      Export Icons Click respective icon to export table data to pdf, excel, csv files or print. 
J     Search:  Click in the Search field and enter search criteria to find selected data from within the Credit Note Management Table.
K    Credit Note Management Table

See below for full details pertaining to    - Credit Note Management Table 
Contained in this table is:
General Information

   Field Name
     PO Number
   Purchase Order reference number. This is a unique sequential number. It can be overriden if set under Account Settings. For more information see:  Prefix Codes
   This is the reference number for this Credit Note ie Supplier docket number or reference
    Entry Date
    Date Credit Note data was entered
    Document Date
   Credit Note document date
    Total Cost (inc GST)
   Credit note value including GST
   Document Type ie Credit Note
     - Click to edit Credit Note
     - Click to view Credit Note
   Number of attachments and link to view
   Integration connection status.

     - Document has not been pushed to accounting software
     - Document has been successfully pushed to accounting software

For more information about how to enter a credit note see: Action: Create a Credit Note for Purchases
For more information about to edit, view or print your purchase credit notes see: Action: Edit, View or Print Credit Notes
For more information about how to create a purchase order see: Action: Create Purchase Order

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