Eliza at 06:10, 2 March 2011

2011-03-02T06:10:57Z

Admin: Created page with " More Detail= Back Orders Bill Bill List Credit Foreign Exchange Rates List GST on Imports Landed Costs [[Products Expr..."

2011-01-19T00:05:52Z

Created page with "<menu name=myMenu align=center> More Detail= Back Orders Bill Bill List Credit Foreign Exchange Rates List GST on Imports Landed Costs [[Products Expr..."

New page

<menu name=myMenu align=center>
More Detail=
[[Back Orders]]
[[Bill]]
[[Bill List]]
[[Credit]]
[[Foreign Exchange Rates List]]
[[GST on Imports]]
[[Landed Costs]]
[[Products Express List]]
[[Purchase Order]]
[[Purchase Order List]]
[[Purchase Reports]]
[[Return Authority]]
[[Return Authority List]]
[[Shipping Container]]
[[Shipping Container List]]
[[Shipping Container Status]]
[[Smart Order]]
[[Smart Order List]]
[[Supplier]]
[[Supplier List]]
</menu>
== Overview ==

← Older revision		Revision as of 06:10, 2 March 2011
Line 23:		Line 23:
	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	A '''Credit''' is created in order to receive money back from Suppliers of utilities and other miscellaneous
		+	bill payments that '''do not relate to product purchase'''. A Credit works just as a negative Bill and is a
		+	posting financial transaction (it will touch your accounts in the system).
		+
		+	Credits are posted directly to an Account.
		+
		+	'''How To Create a Credit'''
		+
		+	*Select the '''Purchase tab.'''
		+	*Select the '''Credit button'''
		+
		+	*Select a '''Supplier''' from the drop-down list.
		+	*The following details will auto-load:
		+
		+	*Supplier's Address details
		+	*Currency Code and Exchange Rate
		+	*Credit Number
		+	*Date
		+	*Employee
		+	*Terms
		+
		+	*Select the Account Name from the drop-down list.
		+	*Enter the Amount of the Credit
		+
		+	*'''Tax Code''' and '''Tax Amount''' will automatically load, if a code has been selected within the Account. If no
		+	code is attributed to the account selected you will need to manually select the code and the tax amount
		+	will auto-load thereafter.
		+
		+	*Enter a '''Memo''' in reference to the entry.
		+
		+	*Select a '''Customer''' from the drop-down list If this credit relates to a job you are doing for a specific Customer.
		+	This will reflect in your Job Profitability report.
		+	*Select the''' Department''' from the drop-down list, if your Company uses Departments. Otherwise leave it as Default.
		+	*Enter any additional comments into the Comments field if required.
		+	*Internal Comments can also be entered - these will NOT be displayed on the printed form of the Credit Note.
		+
		+	*Select the Approved tick-box to load this credit into the Supplier payment screen.
		+	'''
		+	*NB: Until a transaction is marked as approved it will not be available for payment.'''
		+
		+	*Enter the''' Invoice/Credit Note Number'''
		+	*Select Choose '''Template''' if you wish to select a specific template to print the credit to.
		+
		+	*Select '''Cancel''' to cancel this credit without Saving. or
		+
		+	*Select the '''SAVE; Print; or Preview. '''
		+	*'''NB:''' All three choices will save the transaction, however Print and Preview will enable you to print the Credit.
		+
		+	'''*With Choose Template''' ticked you will be prompted with the Report Selection screen for selection of the desired
		+	template.
		+	*Select the '''Template''' required.
		+	*Select '''OK'''
		+
		+	*Credits are listed in the Bill List Type as a '''Credit''' for easy reference and filtering.

Credit - Revision history

Eliza at 06:10, 2 March 2011

Admin: Created page with " More Detail= Back Orders Bill Bill List Credit Foreign Exchange Rates List GST on Imports Landed Costs [[Products Expr..."