Credit note generation

To create a credit note, use the transaction type APC (with a Transaction Category of Purchase Credit Notes and a Transaction Subcategory of Credit Notes):

  1. Click New on the Transaction Types tab in the Transactions (tfgld1101m000) session.
  2. Select APC in the Transaction Type field and press Tab.
  3. Click Go to Details related to the APC transaction type. The Purchase Invoice Entry (tfacp2600m000) session is displayed.
  4. Select Cost Invoice in the Invoice Type field.
    Note: As this reversal transaction does not have a return purchase order and no inventory entry exists for this process, only the accounts payable (ACP) documents must be generated.
  5. Add the purchase credit tax transactions on the Transactions tab manually and click Save and close.
  6. Select the APC transaction line on the Transaction Types tab in the Transactions (tfgld1101m000) session and click Finalize.
  7. Review and close the generated journal reports.