Credits on a Purchase Order

Derek Torres
Derek Torres
  • Updated

Important Note: PartsLedger is now PartsManager. PartsManager retains all of the parts purchasing and warehouse management automation benefits of its predecessor. To read more about this exciting change, click here.

 

In PartsManager, formerly known as PartsLedger, you can add negative credits to a Purchase Order. This article will walk you through adding negative credits to purchase orders.

Note: It is important to note that negative credits do not sync to ServiceTrade when you Direct Purchase for Sales Order. If you want that negative credit on the ServiceTrade Job, you will need to add a negative credit item to that Job manually.

Creating a Purchase Order with Credits

Important Note: sIf you need to credit a vendor we highly recommend that you should make a standalone Purchase Order for that credit purpose rather than adding a credit to an existing Purchase Order that has other (positive) activity on it.

  1. Follow the normal steps for Creating Purchase Orders in PartsManager.
  2. Click the + Line button to add a new line item.
  3. Click the Triangle icon.
  4. Then select Description. You will notice there is no place to select an item.
  5. Enter a Description of the credit.
  6. Enter a negative Amount for the credit.
  7. If you need to add more credits repeat steps 2-6.
  8. When done click Submit. Follow the normal steps when receiving a Purchase Order.

Note: It is important to note that negative credits do not sync to ServiceTrade when you Direct Purchase for Sales Order. If you want that negative credit on the ServiceTrade Job, you will need to add a negative credit item to that Job manually.

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