Actions

In the Supplier Credits section, you have various actions available to efficiently manage credits and control their processing status. The available actions always depend on the current status of the credit.

Function and Procedure

• Supplier credits can only be processed while in the "open" status. As long as a credit is open, you can adjust or add all details and positions.

• Once a credit has been approved, it switches to the "confirmed" status. In this status, the credit is no longer directly editable.

• Through the three-dot menu in the top right corner of the detail view, you have the following actions available:

  • Show Activities: Shows you the history and all changes made to the credit.
  • Cancel: Sets the credit back to the "open" status. Only then can you edit or adjust the credit again.
  • Permanently Cancel: Permanently revokes the credit. This action cannot be undone.
  • Archive: Moves the credit to the archive. Archived credits can be restored if needed.

Benefits

• The actions allow for a structured processing and tracking of all supplier credits.
• Archiving provides clarity and helps to neatly file away completed processes.

Hints and Tips

• If you want to make a change to a credit after it has been approved, you must first set it back to the "open" status using Cancel.
• Only in the "open" status can you edit the contents and positions of the credit.
• Archived credits still count towards your document limit and can be restored at any time.

Tip:
Use the status and action options to always keep your supplier credits up to date and to be able to flexibly adapt them if needed. This keeps your accounting efficient and traceable.