Returns Voucher Entry

Overview
To better manage the follow up of outstanding credit notes 'Return Vouchers' are used. These are simply a record of the requested Credit. The Credit Voucher can comprise details from the items currently awaiting credit on the Returns Job or you can create additional manual credit lines which may not relate to the returns job or any items currently held in the returns job. E.g. you may request a credit for some services provided on a job.
There are a number of benefits to using the 'Return Voucher' to manage outstanding Credits
The 'Return Vouchers' are a record of the Credit requested to the supplier.
The 'Return Voucher' can be printed and sent to a Supplier as a Credit Request note.
The 'Return Voucher' allows you to match received Supplier Credits against buyer initiated Credit Requests.
You can easily see the value of credits outstanding by job / supplier / for the whole business.


Select the Returns Voucher Entry function from the Workbench menu.


Click the 'New' button to raise a new Returns Voucher.


Once you have clicked 'New' it will open the Returns Voucher Entry screen.
Start in the top left hand corner of the form by selecting the supplier from the drop down list for which you are requesting a Credit.
You can enter Comments in the Comments selection which relates to the returns voucher.