Introduction
This is a guide that explains the process of how to request a credit note.
Assumptions
PO raised, delivery received and item missing or damaged. Supplier issues credit notes
Where to find this
Outlet: StORM > Requisitions > Orders Outstanding
Step-by-Step guide
Navigate to the Requisitions dashboard, and select Orders Outstanding:
Select the required order from the list provided:
The order breakdown will be displayed for the purchase order:
Enter any amendments by amending the Qty and adding a reason from the picklist, then select Update Order:
On the Credit Note Request you can either FInish the book off without processing a credit note request if the supplier will provide an invoice to match the actual items received:
If the supplier has provided an invoice for the total amount, and requires a credit note to be produced - key in notes regarding the credit request, then select Process Credit Note Request: