Creating a Credit for a Purchase Order

This quick guide walks you through the process of creating a credit on a vendor bill within 10X ERP. This is useful when a vendor sends a correction for overcharges, incorrect freight, or other discrepancies in the initial bill.

• Navigate to the Purchase Orders Module and Locate the Affected Purchase Order
• Select the 'Bills' Tab and Create a New Credit Entry
• Enter the Bill Date and Adjust the Terms if Necessary
• Add the Credit Details, Such as Freight Correction or Price Adjustment, the system will auto-generate the Negative Amounts (and vice versa if a Debit entry was selected)
• Publish the Credit for it to be live and useable on the Accounts Payable Module