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Credit memorandum (memo) is a commercial document issued by a seller to a buyer. The seller usually issues a credit memo for the same or lower amount than the invoice, and then repays the money to the buyer or sets it off against a balance due from other transactions. |
- Above are the first interface of EMP and the navigation path for user to get access into the "Supplier Credit Memo Listing".
2. Above are the interface when user get accessed into the Supplier Credit Memo Listing page on EMP.
- Select 'Branch';
- Click 'Filter by GL Dimension' if intended;
- Click 'Select' to search for Supplier ID, or type the Supplier ID directly and 'ENTER' the keyboard. The selected Supplier ID will be shown in the box. The user can see the username by clicking 'Show Supplier Name;
- Input a date range;
- Select an open balance of debit, credit, zero or 'ALL' (if the user wants to view all credit memos).
- Choose a 'State' of 'Normal', 'Reversed' or 'ALL';
- Filter by CM Type;
- Or by Reference No;
- Click 'Generate Report Now'.
3. The image above actually shows the Enhancement that has been made lately to Supplier Credit Memo Listing page. There are some filters that has been added:
- Added filter by "supplier type"
- Added filter by "supplier category"
- Added one more option for CM Type which is - Credit Note from Purchase Return
4. After generating the report, user may :
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- Select Branch → branch permission refer to Supplier (Permission)
- Key in Specific Supplier PKID or Select Supplier for search function
- Select Supplier Category → deselect all will generate ALL Category
- Select Supplier Type → deselect all will generate ALL type
- Select Date Range
- Select Open Balance → default is ALL
- Select Order by → default is ALL
- Select Order by → transaction date or creation date
- Key in Specific Credit Memo PKID → if any
- Key in Specific CM Reference NO → if any
- Select CM Type → default are Debit Note and Credit Memo
- Click Generate Report Now
- Click on Credit Memo Number for pop up document
- Key in Reference No → Tick Check to Save Ref No and Click Submit → if any
- Click Contra for Supplier Credit Memo Contra
- Tick the CM → tick Add to Batch Print → Click the "Add to Batch Print" → Click Batch Print
NOTES:
- GL Dimension function is enabled base on EMP Configuration
Related WIKI Pages:
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