Generating transaction lines from Purchase Order Entry and Purchase Return Notes

  1. From the Action menu in Purchase Order Entry, or in Purchase Return Notes, select Generate Debit Lines.
  2. Specify this information:
    Transaction Type
    Options are:
    • Purchase Order
    • Purchase Invoice
    • Purchase Requisition
    Transaction Reference
    The reference for the relevant transaction.
    User Line Number
    The relevant line number on the transaction.
    Date
    This is taken from the login date.

    The following fields are automatically populated from the selected transaction line:

    Item Code
    Description
    Transaction Line Quantity
    Unit Price
    Transaction Line Value
  3. Check that the details shown for the transaction line are correct. From the Action menu select OK. The values on the selected transaction line are reversed thus creating the debit line.
Parent topic: Generating transaction lines