When creating credit or debit notes for an unapproved voucher or voucher line, you can create a note for any approved purchase order or order line. When creating credit or debit notes for an approved voucher or voucher line, you can only create a note for the purchase order or order lines associated with the approved invoice.
Follow these steps to create credit and debit note headers.
Open the Invoices form (PMINVO).
Click the Record view tab. Datastream 7i displays the Record view page.
Voucher—Enter a description of the credit or debit note in the adjacent field. Datastream 7i assigns a voucher number for the note after you save the note header.
Organization—Click to select the organization to which the credit or debit note belongs if you use multi-organization security.
Class—Click to select the class of the credit or debit note. The values shown belong to the INV entity.
Type?Click to select one of the following options:
Credit note?Indicates that the type of voucher is a credit note received from the supplier
Debit note?Indicates that the type of voucher is a debit note initiated from within the organization
Return—Select to subtract the credited quantity from the quantity invoiced on the order line.
Original voucher—Click to select the original voucher to associate with the credit or debit note. Datastream 7i populates Purchase order, Supplier invoice, Supplier, Invoice date, Payment due date, Pay to, and currency.
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.