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Also see Perishable Item Returns for Claim Process
Supplier Claim GL account is setup on GL Control Accounts
Invoice will have multiple GL lines - discounts, Rebates
Each invoice line with a promotion that has a claim % will have a unique journal line of the claim amount.
Promo Action - create credit note and claim
| Note |
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Do not delete the supplier credit note once created - it cannot be re-created. All lines linked to the credit note will be marked as claimed. |
3 PDF reports will be attached to the created credit note depending on how the claims were created
- Stock Wastage Claim Report > From Stock Adjustments
- A summary by SKU of quantities with no financial information
- A summary by SKU of quantities with financial information
- A detailed report by Customer and Sales Order with financial information
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