Yes, you can edit a supplier credit note.
Choose the edit option from the 3-dot menu of the desired supplier credit note details screen to edit.
Upon choosing edit, you will see an Edit Supplier Credit Note page, where you can make changes to your supplier credit note headers, line items, attachments, or settings.
Yes, the supplier credit note will be automatically updated upon amendment.
Tip: Having an issue where changes are not reflected on the Supplier Credit note? Do allow 2 minutes for the system to refresh before attempting to download them again.
Yes, a supplier credit note's currency setting will not affect this.
No, there are no restrictions. You can edit a supplier credit note as many times as you need to.
There are no restrictions on the fields that you can modify while editing a supplier credit note.
If you edit any fields that impact the supplier credit note amount, any associated refunds will be removed.
Juan will show you a warning if you attempt to update the supplier credit amount.
However, if any associated refunds have been reconciled with statement lines, you will not be able to update the supplier credit amount. You will see an error message.
You can edit the exchange rate being used on an supplier credit note even after creation.
You can edit the exchange rate via the supplier credit note settings.
However, do note the following:
You cannot edit the exchange rate if the associated refunds on the supplier credit note have already been reconciled.
Editing the exchange rate will remove all associated refunds.
Editing the exchange rate is subject to account lock date restrictions, as described in Lock Dates (COA)
The Pretty Case feature allows you to easily format text fields within supplier credit transaction line items, ensuring consistency in text presentation according to your company's preferences.
Pretty Case offers four formatting styles:
Title Case: Capitalizes the first letter of each word (e.g., "Office Supplies").
Sentence Case: Capitalizes only the first letter of the first word (e.g., "Office supplies").
Lower Case: Converts all text to lowercase (e.g., "office supplies").
Upper Case: Converts all text to uppercase (e.g., "OFFICE SUPPLIES").
These options make it easy to standardize text formats across supplier credit item descriptions, unit fields, and other text-based fields.
Click the GST/VAT amount in the totals section when editing a supplier credit note transaction.
You can utilize GST/VAT adjustments for the following transactions:
Supplier Credit Notes
Adjustments affect the GST/VAT total and transaction total. All amounts in reports are impacted but not recorded in the ledger.
GST/VAT adjustments are shown in the "GST/VAT Adj. (Source)" and "GST/VAT Adj. (Notes)" columns in:
GST/VAT Ledger and related reports
Sales/Purchases Summary reports
Note: Adjustments are displayed in the item details column. No new adjustment columns are added to the Sales/Purchase Summary report.
