Creating a Debit Memo Associated with a Purchase Order

This video explains how to create and manage a debit on a purchase order (PO) bill in 10X ERP. This process is useful when your vendor sends an additional bill after the initial PO bill has been published, such as for extra freight charges that were not included in the original bill.

• Navigate to the Purchase Order with the Closed Receipt and Published Bill
• Go to the Bills Section and Click the Plus Button
• Select "Debit" as the Bill Type and Enter the Vendor Bill Number and Due Date
• Add the New Charges, Such as Inbound Freight, and Publish the Debit. Note that only Add Ons can be added as lines to a Debit (or Credit), so a new Add On may need to be created.
• To pay the Debit/Bill, go to the Accounting Module, Access the AP Section, and Locate the Debit in the Bills List
• Pay the Debit Alongside Other Bills, Using Your Preferred Payment Method (e.g., Check or ACH)

This process allows you to properly account for additional charges after a PO bill has been finalized.