Claims for Credit

In an instance where the supplier invoice price is higher than the PO price a claim for credit from the buyer is visible to the vendor. A credit note will need to be passed by the vendor. Credit Notes can be attached to the relevant orders by following the steps below:

Step 1 Select the ‘Supplier Management’ Icon.

Step 2 Select the ‘Finance’ Sub Icon.

Step 3 Select ‘Claims for Credit’ from the drop down.

Step 4 Complete the search criteria relevant to the credit claim from the buyer.

Step 5 Hover over your Action icon and click on View Goods Returned GRC. You will be be presented with header information of the claim which you will need to insert a credit note number generated from your internal finance system.

Step 6 Supplier can also attach any credit note relevant to a claim once selecting a claim request listed as per the above screen:

Step 7 To finalise the claims for credit the user can insert additional notes for customer and accept or reject claim.