Apply purchase credits - Synergy

Question

I have entered Purchases for Synergy, and i've entered credit notes for Synergy. When in Returns and Debits, im unable to apply part of the credit to a purchase..... why ? Purchase is dated June, Credit is dated August.

Yanike_S · Answer

Hi @Chellie2205

Thanks for the screenshots. If you're using categories, make sure the supplier debit has the same category allocated as the outstanding bill. This ensures the bill will display when applying the debit.

If this is not the case for you could you send me a screenshot of the purchase register showing the open purchase and of the purchase transaction so I can investigate this further?

Chellie2205 · Answer

Good morning

Yes I have the purchase in the purchase register

Yes I can see the Credit in the Returns and Debits Tab

I go to the Returns Tab, click on the credit, click on Apply to Purchase, and the Journal comes up for the Supplier, however no purchases shown to allocate to.

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Yanike_S · Answer

Hi @Chellie2205

Thanks for your post. You should be able to apply the credit to your purchase regardless of the date. This article explains how you usually process this: Supplier returns, debits, and refunds.

Do you have the purchase in the purchase register? Do you see the credit in the Returns & Debits tab? What is happening when you select Apply to Purchase?