Credit Note Display Template

Your company might require suppliers to provide certain data elements as part of a Credit Note. Use this procedure to create the form you want your suppliers to send you.

To create a credit note form for suppliers

1	Click the Account Manager tab > Service Configuration > Form Edits.

The Form Edits - PO page opens.

2	Click the Credit Note tab.

3	In the first two sections, indicate which fields you want to display on the Credit Note, if they are required. For some fields, you can specify field lengths.

4	In the Buying Company Address, Bill To Address, and Supplier Company Address sections, click the check box next to the section titles if you want those fields to display. In each section, indicate which fields you want to display on the Invoice, if they are required, and specify field lengths.

5	In the SAC Header (Service Allowance or Charge) and SAC Line sections, click the check box next to the section titles if you want the fields to display. Specify the Number of SAC Lines and the fields that you want to display.

6	In the Buyer Defined Input Fields - Header Level and Buyer Defined Input Fields - Line Level sections:

a	Define the fields you want to display on the Credit Note, if they are required, and specify field lengths.

b

To set a pairing condition, from the Flex Field Pair section, select a corresponding flex-field. Example: If Header/Line Field 1 is paired with Header/Line Field 2 (which is Flex-Field 2) and if the Supplier enters a value on field 1, then field 2 should also have value. Otherwise, Active Orders generates an error if field 2 has no value. If the Supplier does not enter a value in either field, then no condition is affected.

7	Click Actions and click Preview Form Edit Changes.

8	Review your settings, click Actions, and click Submit to save the settings.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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