> Associating Credit or Debit Notes with Invoice Lines

Associate credit or debit notes with voucher lines to create references to existing purchase order and voucher lines.

You must create a reference to an existing purchase order and order line for a credit or debit note before assigning a status of Approved/active to the note. Additionally, the parent voucher for the credit or debit note must invoice the purchase order and order lines for which the note is created.

Follow these steps to associate credit or debit notes with voucher lines.

1. Open the Invoices form (PMINVO).

2. Query for the credit or debit note voucher with which to associate line details.

3. Click the Lines tab. Datastream 7i displays the Lines page.

4. Line?Enter a line number. The default numbering is 1, 2, 3, etc.

5. Purchase order?Click to select the purchase order and purchase order line to associate with the credit or debit note. Datastream 7i populates Return quantity and Return price.

6. Update Return quantity and Return price as necessary.

7. Choose File | Save from the menu bar. Datastream 7i updates the credit or debit note header.

If the credit or debit note is complete, return to the Record view page and update the status of the credit or debit note from Unfinished to Approved/active.