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 1Select the ‘Supplier Management’ Icon.
Step 2Select the ‘Finance’ Sub Icon.
Step 3Select ‘Claims for Credit’ from the drop down.
Step 4Complete the search criteria relevant to the credit claim from the buyer.
Step 5Hover 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 6Supplier can also attach any credit note relevant to a claim once selecting a claim request listed as per the above screen:
Step 7To finalise the claims for credit the user can insert additional notes for customer and accept or reject claim.