Difference between revisions of "How do I credit a unit purchase invoice?"
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== Summary == | == Summary == | ||
| − | The following article explains how to credit a | + | The following article explains how to credit a unit purchase invoice. |
== More Information == | == More Information == | ||
| − | There are 3 stages to crediting a | + | There are 3 stages to crediting a unit purchase invoice. These need to be done in the correct order laid out below to complete the credit. |
| − | {{Note|text=This will generally only be used for | + | {{Note|text=This will generally only be used for units purchased directly from someone, i.e. not ones purchased as a part exchange on a unit deal. These will normally be credited using the Unit Credits option, although this may be necessary on occasion. See [[How do I credit a unit?|Here]] for details.}} |
== Stage 1 - Checking the Invoice Centres & Values == | == Stage 1 - Checking the Invoice Centres & Values == | ||
| − | Go to {{Menu|{{VS}}|Add or Edit | + | Go to {{Menu|{{VS}}|Add or Edit Units}}. |
| − | * Find the | + | * Find the unit that requires a credit. You can search using any of the details of the unit, e.g. {{DataValue|Reg. No.}}, {{DataValue|Stock Number}} or almost any other detail about the unit. Make a note of the unit stock number for later use. |
* Click on the {{Tab|Purchase}} Tab. | * Click on the {{Tab|Purchase}} Tab. | ||
* Make a note of the {{DataValue|Invoice Number}} to use later. | * Make a note of the {{DataValue|Invoice Number}} to use later. | ||
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For more help on posting single or multiple centre {{PL}} Postings, click [[Posting Purchase Invoices|here]] or [[How do I Make a Purchase Ledger Posting with Multiple Centres?|here]]. | For more help on posting single or multiple centre {{PL}} Postings, click [[Posting Purchase Invoices|here]] or [[How do I Make a Purchase Ledger Posting with Multiple Centres?|here]]. | ||
| − | == Stage 3 - Clearing the | + | == Stage 3 - Clearing the Unit Purchase Information from the Unit == |
| − | Go to {{Menu|{{VS}}|Add or Edit | + | Go to {{Menu|{{VS}}|Add or Edit Units}}. |
| − | * Find the | + | * Find the unit that requires a credit by entering the {{DataValue|Stock Number}} that you noted earlier. |
* Click on the {{Tab|Purchase}} Tab. | * Click on the {{Tab|Purchase}} Tab. | ||
* You will need to clear out the information in the following fields: | * You will need to clear out the information in the following fields: | ||
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** {{DataValue|Purchase amount.}} | ** {{DataValue|Purchase amount.}} | ||
| − | Once these fields are cleared and the changes accepted, you can then purchase the | + | Once these fields are cleared and the changes accepted, you can then purchase the unit again with the correct details. |
== See also == | == See also == | ||
Revision as of 16:38, 4 January 2019
Contents
Summary
The following article explains how to credit a unit purchase invoice.
More Information
There are 3 stages to crediting a unit purchase invoice. These need to be done in the correct order laid out below to complete the credit.
 | This will generally only be used for units purchased directly from someone, i.e. not ones purchased as a part exchange on a unit deal. These will normally be credited using the Unit Credits option, although this may be necessary on occasion. See Here for details. |
Stage 1 - Checking the Invoice Centres & Values
Go to " Unit Sales Add or Edit Units".
- Find the unit that requires a credit. You can search using any of the details of the unit, e.g. 'Reg. No.', 'Stock Number' or almost any other detail about the unit. Make a note of the unit stock number for later use.
- Click on the [Purchase] Tab.
- Make a note of the 'Invoice Number' to use later.
- Click on the "Supplier" Account Code field (Make a note of this for later use).
- Press <Shift+F10> to get into the Supplier details.
- Press <Shift+F7> to get into the Supplier History Screen.
- Find the Invoice number that you noted earlier and press <Shift+F2>.
- Look at the "Centre" field and make a note of the 'Centre' and the 'Nett', 'Vat' and 'Total' fields.
| If this field says '0 - Multiple Centres' then press <F2> to see the values of the centres shown. Make a note of these as they will be needed at the next stage. |
Stage 2 - Posting the Purchase Credit
This stage is usually done by the Accounts or Admin department, although it can be done by anyone with access to the Purchase Ledger. This is why making a note of the correct details in the previous stage is important.
Go to " Accounts\Systems Purchase Ledger Purchase ledger Postings".
- Post either a single or multiple centre credit posting in the usual way using the information from the previous stage.
For more help on posting single or multiple centre Purchase Ledger Postings, click here or here.
Stage 3 - Clearing the Unit Purchase Information from the Unit
Go to " Unit Sales Add or Edit Units".
- Find the unit that requires a credit by entering the 'Stock Number' that you noted earlier.
- Click on the [Purchase] Tab.
- You will need to clear out the information in the following fields:
- 'Supplier.'
- 'Purchase date.'
- 'Invoice number.'
- 'Cheque/comment.'
- 'Purchase amount.'
Once these fields are cleared and the changes accepted, you can then purchase the unit again with the correct details.
See also
- How do I purchase a vehicle from a customer?
- How do I refund a unit deposit?
- Posting Purchase Invoices
- How do I Make a Purchase Ledger Posting with Multiple Centres?
- How do I Refund a Vehicle Deposit?
- Selling a unit
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Tags
VS20, VS84, VS88
