Release Notes: P2P&I: Credit Request Updates

The Change

Credit Requests functionality has been updated in the system:

Users now have the ability to exclude and include Credit Requests from exports whilst in the Documents module.
Invoice users can now export Credit Requests as part of the Accruals Export.

Release Date: 26-Feb-2014

Reason for the Change

This change was developed as part of the product roadmap.

All Inventory customers who have the Stock Management, Documents or Exports modules enabled.

Fig 1 - Exclude/Include GRNI Link

Follow the path: Documents tab > Select ‘Credit Requests’ from the Document Type drop-down list.
Input any other relevant criteria and click the green ‘Search’ button.
Under the ‘Actions’ column a new link has been added it will either be ‘Exclude GRNI’ or ‘Include GRNI’
To include or exclude a Credit Request from the accruals export click the link.
In Fig 1 above credit request [INV 19-01] will be included in the accruals export whilst [inv18-16] will not be included in the export.

Functionality has been added that allows users to view and export credit requests from the Accruals Export page.

Fig 2 - Accruals Export Screen

Follow the path: Exports Tab > Accruals Export link > Select the appropriate export if prompted.
Input a date range and click the green ‘Search’ button.
The system returns all approved Credit Requests that do not have an exported credit note associated with it and are not set to be excluded from the export.
Click the green ‘Export’ button to export the returned documents.