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Introduction
Booking Off is the process when the user confirms that the items received from the supplier match against the order placed, this process creates an estimate or an invoice in the Finance Module.
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The Credit Note option is also part of the process where the order does not match ordered quantities and allows you to request the difference in value from the supplier.
Assumptions
That an order has been placed and received.
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The Gatekeeper has set the required option on amending the delivery quantities and value amounts: there are two options on how to book off and each outlet will have a set mode to book off.
Where to find this
To Book off orders go to Stocktaking then Requisitions. You can click Orders Outstanding on this menu.
Step-by-step guide
Step 1.Click on Orders Outstanding > Select the order for Booking Off
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(Refer to your Gatekeeper for Permissions to Auto Adjustment Book Off.)
Back Order option:
Please note : You have the option to select Back Order if the supplier has agreed to deliver part of the order at a later stage.
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When booking off is complete you can view in Finance modules under Purchasing as Estimates or Invoices.
Credit Notes
If you have reduced the quantity of an item received, you can generate a credit note to be sent to the supplier.
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Other tools
Building your purchase order
Related Guides
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