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rallytone's avatar
rallytone
Experienced Cover User
3 years ago
Solved

Changing Supplier Credit

Hi

 

I have a Credit from an overpayment to a Supplier, and the Supplier has now been bought out by another Supplier, so they have transferred our Credit to the other Supplier. How can I process this through MYOB?

 

Thanks

  • CloverQ's avatar
    CloverQ
    3 years ago

    Hi rallytone 

     

    I'd suggest using the method explained in this Help article: Transferring credits between customers, while it's talking about customer credits, the same concept applies to supplier debit notes. You'd need to create the clearing account, receive the refund then enter the new debit via a negative purchase. 

     

    I hope this helps. 

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  • CloverQ's avatar
    CloverQ
    Former Staff
    3 years ago

    Hi rallytone 

     

    I'd suggest using the method explained in this Help article: Transferring credits between customers, while it's talking about customer credits, the same concept applies to supplier debit notes. You'd need to create the clearing account, receive the refund then enter the new debit via a negative purchase. 

     

    I hope this helps. 

    • rallytone's avatar
      rallytone
      Experienced Cover User
      3 years ago

      It's ok I worked it out, changed Layout to a Service rather than Item.

       

      Thanks

    • rallytone's avatar
      rallytone
      Experienced Cover User
      3 years ago

      Hi Clover

       

      Thanks for that, it has worked up to the point of creating a new purchase, I can't select an account I want to use only an item?