Accounts Payable Credits Edit Vendor Credit
A Vendor Credit may be edited with some limitations.
Vendor Credits for Parts Only or Parts & Expense Items - In the Parts section of the Credit form, only the unit cost may be changed. Additional parts may not be added nor may the part numbers or quantities contained within the Credit be changed. This is to ensure consistency with the data from the Vendor Return record.
Expense Items may be added, modified or deleted if needed.
Vendor Credits for Expense Items - Any of the information on the Expense tab may be modified including deleting an expense line and entering another.
All Vendor Credits - The only Credits which may be edited are those where the Credit has not be fully or partially applied to Bills and where the Credit Date is in an open accounting period or the accounting period is in the Re-Opened status and the User has permissions to modify data in Re-Opened Accounting Periods.
To edit a Vendor Credit, follow the instructions below.
1. The User may edit a Vendor Credit either from Accounts Payable/Credits or from the Vendor Explorer and right-clicking on the Credits tree option and selecting New Credit.
2. The Credit from will be displayed. Fill in the appropriate information in the Header area, and the Expense tab.
The Total field at the bottom of the Credit form keeps track of all amounts entered on the Parts or Expense tab; the User will not be able to save the Credit if the Amount in the Header is not equal to the Total field.
3. Press the Save button when finished. The Vendor Credit is now posted to the Vendor account and is available for applying to Bills during the Pay Bills process.