
19th September 2018 |
Sage X3, Acuity Support, Innovation, Sage Business Cloud, Acuity innovation, Sage Business Cloud Enterprise Management, SupportKeep up to date with our thoughts,opinions and the latest industry developments.
Why Manufacturers Need ERP Software
19th September 2018
BY Acuity Marketing19th September 2018 |
Sage X3, Acuity Support, Innovation, Sage Business Cloud, Acuity innovation, Sage Business Cloud Enterprise Management, SupportIn this week's blog I'll be showing you how to create a return and do a credit note for it.
Returns are done from the menu: Purchasing > Returns > Returns
Click “New”
The return lines can arise from a receipt and:
It can be filtered by supplier as well.
Select the receipt and line number(s) that needs to be returned. To select, click on the block next to the receipt number in the left list where a tick mark will appear. By selecting the receipt the details will populate in the return’s detail lines. Quantities can be changed.
Click create.
Be entered manually. In this case, it will be necessary to manually specify the receipt number and the line number concerned.
In the reinstatement field you have the options:
In the Credit Memo Hold field you have a ‘Yes’ or ‘No’ option.
Once the line details are entered, press the validation button on the bottom. Thereafter you will not be able to make any changes to the return.
When the stock accounting interface is run, the journal for the return will be created and the postings done.
Credit notes are done from the menu: Purchasing > Invoices > Invoice control
It is the same screen as invoice entries but the difference is the invoice type which is normally set up and could be named specific to your company.
Click “New” and enter the site number (and supplier).
Below is an example of the credit note/ return invoice type.
From the left list section “Return selection”, select the return transaction that should be credited. Once all the details have been entered on the credit note, it can be created and posted.
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Why Manufacturers Need ERP Software
19th September 2018
BY Acuity MarketingChoosing Acuity Solutions means choosing one of the top 5 global Sage business partners, with over 20 years' experience in the Sage product marketplace, we have previously held the Sage "Business Partner of the Year" awards for Sage X3 and Sage 300.