In the middle part of the screen are 3 tabs, click on the tab marked '"Available for Credit'".
In the "Job" drop down, select the desired "Returns job".
Any Job Returns that are currently awaiting a Credit Voucher to be raised will be displayed.
The following information is displayed for each of the transactions.
- The Type of Transaction e.g. Purchase / Time / Stock / Subcontract
- The reference e.g. Invoice No. / Purchase Order No.
- Activity Code which this transaction has been coded to.
- The Quantity of that item for which Return Vouchers have already been raised.
- The Value of that item for which Return Vouchers have already been raised.
- The remaining Quantity available to Return (Available to Return Qty
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- – Previous Vouchers Qty)
- The remaining Value available to Return (Available to Return Value
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- – Previous Vouchers Value)
- The Qty of the item you are requesting a credit for.
- The Unit Rate for the Qty of the item you are requesting a credit for.
- The value of the item you are requesting a credit for.
There is are also to checkboxes available for use on the screen which are highlighted
- Choose the job for which you want to list 'Job Returns For Credit'
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- . By default it only lists jobs that are of the Return Type, as specified in the Control Parameters. If you check the box you will then see all current jobs on the system.
- By default you only see items outstanding for the supplier attached to the voucher. There may be times when you need to select other items which may not have originated from this supplier. This option is available, to use deselect the 'This Supplier Only' checkbox.
You must enter comments for each line that you are requesting a credit for.
Once you have completed all of the lines that you are requesting a credit for click the '"Confirm' " button You will get the following message. Click 'Yes'
Click "Yes" on the confirmation message to proceed.