Management of supplier credit and debit notes
1.1 Creation of manual supplier credit notes
There are suppliers that do not send us the purchase credit notes automatically, so we must create them manually in SIMA.
The creation of supplier credit notes directly on a supplier invoice must be done as follows:
- Select the supplier invoice on which the supplier credit note will be created:
- Go to the path [Parts Module -> Purchases Tab -> Invoices Section -> Expenses Option]
- Click on the New document option, the supplier credit and debit notes creation wizard will open
- Click on the Next>> button in the first step of the wizard
- Step Type of document: Select the option Credit Note and click the button Next>>
- Step Invoicing Typology: Click on the Next>> button
- Step Select third party: Click on the magnifying glass button, look for the Supplier from which we receive the purchase invoice, select it and click on the Next>> button
- Step Select predecessor document: Click on the magnifying glass button, look for the supplier invoice on which the supplier credit note will be issued, select it and click on the Next>> button
- Step Summary: Click on the End button
- Select the detail lines of the supplier invoice on which the user will make the supplier credit note:
- Select the detail lines of the supplier invoice on which the user will make the supplier credit note
- Click on the Accept button
- Set the document number in the field External
- Set the date of the document in the field Issuing Date
- Confirm the supplier credit note with the green check mark