To enter a credit note follow these instructions:


CREATING THE CREDIT NOTE


1. Enter the invoice number (20 characters max)

2. The Originator will be automatically assigned by the system

3. Select the invoice date

4. Enter the taxes if applicable

5. Add the invoice copy, and any supporting documentation required to facilitate the invoice review and approval






6. Click the "Add line product"



 

7.  Search by the item description and select it

8.  If you selected the item, the unit price will default

9.  The quantity should be entered with a minus in front ie. -1

10. Select the unit of measure and enter the taxes  PLEASE DELETE THE MINUS (-) SIGN IN THE TAX PERCENTAGE FIELD 

11. Click on the coding tab


 

 

 

Shortcut (create a new item on the fly): You can simply do this by entering the item description, the unit price, qty, and selecting the unit of measure (B, C, D)  When entering a new item on the fly, the system will display the “add to the supplier catalogue” option.  The default value is checked which means that once save the line information the item will be added to your catalogue for future use


IF THE CREDIT NOTE HAS TAXES: 


1. Click "editable"

2. Enter the tax amount - this is preferred 

3. remove the minus (-) from the percentage

4. Click save






HOW DO I CODE A LINE ITEM?




  • Search for the TMW PO# (starts with a 7 and is 8 digits in total) Trimac provided you with.  The TMW number will help Trimac expedite the payment process


If the TMW PO# is not available for selection, the system will display the following screen YOU MUST ENTER THE TMW PO NUMBER 


Please re-key the TMW number for confirmation and click save


  • Search for the unit number (mandatory field)
  • Click save


NOTE: If there are multiple washes on one invoice please add additional lines for all units washed and make sure to include the TMW PO# on each line. 


The system will automatically code the line item as soon as the TMW/UNIT numbers are selected and saved




  • Add the invoice attachment. PDF format is required.   
Trimac requires a copy of :
  • The invoice 
  • and a copy of the wash ticket

INVOICES RECEIVED WITHOUT THE PROPER ATTACHMENTS/MISSING TMW POs WILL BE REJECTED BACK TO THE VENDOR




  • Click on "Submit" the invoice to send the invoice for approval and payment
  • The system will automatically select the invoice approver.