Introduction
This is a guide that explains the process of how to request a credit note.
Assumptions
PO raised, delivery received and item missing or damaged. Supplier issues credit notes
Where to find this
Outlet: StORM > Requisitions > Orders Outstanding
Step-by-Step guide
Navigate to the Requisitions dashboard, and select Orders Outstanding:
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| Frequently Asked Questions |
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If the supplier has not delivered the whole order and is going to deliver the remaining items at a later date, an wants to use the same PO number, what do I do? Please refer to the user guide Creating a Back Order |
What happens with the finance of this Purchase Order? The request for credit, creates an estimate against the Purchase Order and Once the Credit note is received you can book off in the same way as an invoice. |
What happens if the supplier denies the request for Credit? You will have to book off the credit note as £0.00 to reverse the estimate. |
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