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How to: Create and Post Purchase Allowances

  • Článek

If you receive items from your vendor that are not what you wanted, for example, if they are slightly damaged, the wrong color or the wrong size, the vendor may offer you a purchase allowance.

You can post this reduced purchase cost as an item charge on a credit memo or return order and link it to the posted receipt.

The following steps describe how to post a purchase allowance from a purchase credit memo, but you can follow the same steps for a purchase return order.

Note

It is recommended that you print a test report before you post the credit memo.

To create a purchase allowance

  1. In the Search box, enter Purchase Credit Memos, and then choose the related link.

  2. On the Home tab, in the New group, choose New.

  3. Fill in the credit memo header with information about the vendor who sent you the purchase allowance.

  4. In the first purchase line, in the Type field, choose the field and select Charge (Item).

  5. In the No. field, select the appropriate item charge number.

    You may want to create a special item charge number to cover purchase allowances.

  6. In the Quantity field, enter 1.

  7. In the Direct Unit Cost field, enter the amount of the purchase allowance.

  8. Assign the purchase allowance as an item charge to the items in the posted receipt. When you have assigned the allowance, return to the Credit Memo window.

To post a purchase allowance

  1. In the Purchase Credit Memo window, on the Home tab, in the Process group, choose Post.

    If you want to print the credit memo at the same time as you post it, choose Post and Print instead.

  2. Choose the Yes button, or if you are posting a return order, select Ship and Invoice and choose OK.

Note

When you enter a job number in the Job No. field on a purchase line with an item, an item entry is not created. Only a job entry is created when the document is posted.

See Also

Tasks

How to: Create Purchase Return Orders
How to: Get Receipt Lines for Item Charges
How to: Get Return Shipment Lines for Item Charges
How to: Get Transfer Receipt Lines for Item Charges
How to: Post Purchase Credit Memos
How to: Suggest Item Charge Assignments on Purchase Documents

Other Resources

Getting Return Receipt Lines for Item Charges
Getting Shipment Lines for Item Charges