Reprinting of Credit Requests and Additional Notation Area
The Credit Request form is unable to be reprinted once it has been processed and posted to accounts.
This means that if you raise a credit request in the system against a supplier/contractor invoice and don't print the form as soon as you raise it you are unable to reproduce it to send out. Once the credit request is processed and posted to accounts this function is no longer available.
Also the notation area is very limited to the amount of detail you can include to explain the credit request. This area needs to be increased.
Both these items will allow the credit request function to work within the system instead of having to write these out externally from Jobpac.
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Company
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Condev Construction
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Job Title / Role
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Administration & Systems Manager
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I need it...
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Yesterday...Come on already
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Hi Andrew,
Is there an update on this? It continues to cause grief to our Accounts team. To have a pdf copy of the credit note automatically saved so it is available within the Creditor Enquiry screen would help enormously.
Thanks
Thanks for the Feedback Jane. I will consider further.
ANDREW TUCKER Sr. Product Manager APAC
Hi Andrew,
I'm keen on this too, the Accounts department don't always receive a copy of the credit request from the project team. It would also be good if a pdf copy of the request could be included within the Creditor Enquiry screen and be visible when reviewing a batch or payment run when you select the "collate invoices" option.
Thanks Jason,
I’m interested in best practice around matching subsequent Credit Tax Invoices to prior Credit Requests as you mentioned in your last line. I feel that the answer to this may impact our approach. I will dig into this further and any further suggestions you have in that regard would also be welcome.
Andrew
G'day Andrew,
Currently we firstly discuss the issues with the supplier and some provide a credit tax invoice within the payment period which in this case we would not raise the credit request. But if we do not receive the credit tax invoice within the time constraints we raise the credit request in the system so we can process the authorised payment amount and notify the supplier of the disputed amount and the associated reasons for it.
This allows our AP to process the authorised amount for payment within the payment terms. Any further negotiations are completed between the supplier and our project teams with any adjustments to the credit amount completed as required.
An issue that we have identified is that if the supplier provides a credit tax invoice after the credit request has been raised is how these two are managed in the system to ensure that the credit is not taken twice. Currently this process is managed through our project teams who advise our AP.
Hi Jason,
Thanks for your suggestion. I understand the request below and we will review for roadmap inclusion and monitor votes. I do have a question in this regard however. When you send a request for credit to the supplier do you wait for, or expect a credit tax invoice to be issued from the supplier, before you post the request for credit in your AP? Ie what sort of acknowledgement do you expect from the supplier?
Thanks
Andrew (Product Manager APAC)