Suppliers/brokers are able to submit credit invoices via ALTO Exchange.



CREDIT NOTE AGAINST A PURCHASE ORDER


  • Click on "Approved POs"


  • Select the applicable purchase order
    • The purchase order must be available for selection (active and with remaining funds).  Purchase Orders that are crossed out are "out of funds"




  • Click "Convert to invoice"


  • Click the line you would like to apply the credit to
  • Enter the invoice/credit number
  • Enter the invoice/credit date





  1. Navigate to the"Quantity" field and enter a minus(-) + qty i.e  -1
  2. Add the taxes if applicable.  Enter a minus (-) +Value or amount or a minus (-) + percentage
  3. Click save





  • Add the attachment (credit note copy and supporting documentation)
  • Click "submit"