Crediting a Previously Billed Parts Invoice

To credit a previously billed parts invoice you need to create a special part number PARTSCREDIT within the system.

1. Navigate to Product Support > Parts > Parts Profile.

   The Parts Profile listing screen will appear.

   
   

2. Click the Need to create a new part? Click here to add link.
   The Add Part screen will appear.

   
   

   Add Part screen

3. Enter a PARTSCREDIT in the Part Number.

4. Enter a Location.
   - or -
   Click on the Search icon and select a Location from the Location Selection screen.

5. Click the Save button.
   The Add Part screen will refresh, displaying added information fields.

   
   

   Add Part screen

6. On the Add Part screen, enter PARTS CREDIT in the Description field.

7. Enter GL in the Vendor field.

8. Enter the account number you wish to credit in the Sales Account field.

9. Enter 99 in the Source field.

   
   

   Add Part screen

10. Click the Save button.
    The Confirmation screen will appear.

    
    

    Confirmation screen

11. On the Confirmation screen, click the Ok button.
    The Add Part screen will reappear.
    Click on the Save button a second time to create a parts profile for the special part number (PARTSCREDIT).
    The Parts Profile screen will appear.

    
    

    Parts Profile screen

12. Navigate to Product Support > Parts > Parts Invoicing.
    The Parts Invoicing screen will appear.

    
    

    Parts Invoicing screen

13. On the Parts Invoicing screen, click on the Need to create a new invoice? Click here to add link.
    The Customer - Parts Invoicing Header tab will appear.

    
    

    Customer - Parts Invoicing Header tab

14. On the Customer - Parts Invoicing Header tab, enter the as customer number that was used on the original parts invoice in the Customer field.

15. Enter the original Salesperson.

    Note:  
    Ensure that the original tax codes used on the parts invoice are entered.

    
    

    Customer - Parts Invoice Header tab

16. Click on the Details tab.
    - or -
    Click on the Click here to add parts link.
    The Parts Invoicing Details tab will appear.

    
    

    Parts Invoicing Details tab

17. On the Parts Invoicing Details tab, enter a 1 in the Cash Code field.

18. Enter PARTSCREDIT in the Part Number field.

19. Enter -1 in both the Ord and Iss fields.

20. Enter the total amount (non-taxable) of the original parts invoice you wish to credit into the Price field.
    In this example we entered $ 500.00.

21. Click on the Save button.

    
    

    Parts Invoicing Details tab

22. Click the Invoice button or Batch button in order to invoice the credit parts invoice order.

23. The invoice will display the credit after a Parts Billing Run is completed.

24. The amount was been relieved from the customer’s A/R (credit) and posted the debit to our Other Parts sale account not affecting the parts inventory account.