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
- Navigate to the"Quantity" field and enter a minus(-) + qty i.e -1
- Add the taxes if applicable. Enter a minus (-) +Value or amount or a minus (-) + percentage
- Click save
- Add the attachment (credit note copy and supporting documentation)
- Click "submit"
