How to Credit a Purchase Order

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Approve Credit Notes

To credit a purchase order:

1. Go to Materials > Receipts. Alternatively, open the purchase order and click the Receipts sub-tab.
2. Click Options > Create Credit on the receipt.
3. For the Credit Type, select:
   • Price for the supplier to give a full or partial discount for the goods supplied. Learn more about Price-based credits.
   • Quantity if you are returning the goods to the supplier. Learn more about Quantity-based credits.
   • You cannot change the credit type once the credit has been created.
4. Depending on the Credit Type, enter the:
   • Credit Price: the cost discount on the item supplied. Alternatively, you can set the credit price to zero for items that are not being credited.
   • Credit Qty: the quantity of items being returned. Alternatively, you can set the credit quantity to zero for items that are not being credited.
5. Enter the Freight amount, Restocking Fee and / or Tax Adjustment as applicable.
6. Enter Supplier Notes and Private Notes if required.
7. Click Finish.

To send the credit to the supplier, click the Forms tab.

Enter the credit invoice number

Once the supplier has accepted the credit, add the Credit Invoice No. to the credit so that it posts as a transaction to your accounting link.

To add the Credit Invoice No:

1. Go to Materials > Credits > Pending Credits.
2. Click the credit, then click Unlock.
3. Enter the Credit Invoice No.
4. Enter the Credit Date.
5. Click Save and Finish.
6. Click Finish.

The credit then moves to Complete Credits.

If you wish to only credit specific line items on a purchase order receipt, you can set all other line item quantities / prices to zero in bulk.

To bulk set credit quantities / prices to zero:

1. Go to Materials > Receipts.
2. Create or access the credit as normal.
3. Under Received Items, select the line items you do not wish to credit, then click Set Credit Qty to Zero / Set Credit Price to Zero.
   • Alternatively, select Select All, then click Set Qty to Zero to set all credit quantities / prices to zero.
4. Continue crediting the purchase order receipt as normal.

You can send supplier credit notes to suppliers directly from Simpro Premium.

To email a supplier credit note form:

1. Go to Materials > Credits, then click the credit note.
   • Alternatively, create a supplier credit as normal, then click Finish.
2. Click Forms.
3. Under Form, ensure Supplier Credit is selected.
   • Alternatively, select Email Only to send an email with no form.
4. Click View to preview and / or print the form.
5. Select a Primary Contact to email the form to and click to add additional Contacts if required.
   • Alternatively, you can manually enter email addresses and separate them with a comma.
6. Adjust the default Subject and Body if required.
   • Alternatively, click Clear Email to enter a new Subject and Body.
7. Click Send > OK.

Go to System > Setup > Forms Setup > Purchase Order > Display Options > Form Titles to enter a new title to display on the printable form document. The form still retains its Simpro Premium default title when you select it from the Form drop-down list.

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