Manage disputed credit notes
Note: To use disputed credit notes you must choose Use disputed invoice processing in the POP Settings.
You may want to mark your credit notes as Disputed when discrepancies are found with the credit note details you receive from your suppliers. While marked as disputed, a credit note is suspended and postings are not made to other modules. This means there will be no evidence of the credit note being received in either the Purchase Ledger or Nominal Ledger.
Open: Purchase Order Processing > Order Processing > Record Purchase Credit Note.
- Click Dispute Credit Note. The Dispute Detail window is displayed.
- Select the dispute from the Code drop-down list.
- Enter further comments in the Dispute comment box (optional).
- Click OK. The item is marked as disputed and you return to the purchase order invoice or credit note record.
While marked as disputed, a credit note is suspended and postings are not made to other modules. This means there will be no evidence of the credit note being received in either the Purchase Ledger or Nominal Ledger.
Once a credit note is marked as disputed, you can:
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Accept the credit note.
If the credit note is no longer in dispute, you choose to accept the credit note and the relevant postings are made.
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Delete the credit note.
This removes all trace of the credit note. No postings are made.
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Write off the credit note.
Use this if you want to write off the difference between the return price and the credit note price on a disputed credit note.
Note: A disputed credit note cannot be amended.