
Entering Credit Memo to Multiple PO Numbers
Learn how to manage multiple invoices and PO numbers in Sage 100 effectively, including tips on handling discounts and indexing transactions.
In this guide, we'll learn how to manage returns involving multiple purchase order and invoice numbers in Sage 100. This process is necessary when a single transaction cannot accommodate different PO and invoice numbers. We'll verify that the original invoices were paid in full and ensure that the credit is deserved.
We'll also address how to handle situations where vendors have different policies regarding discounts on returns. By following these steps, you can efficiently manage and index transactions in Sage Paperless, ensuring accurate record-keeping.
Let's get started
Here, we have a return that references two different PO numbers and two different invoice numbers.




To verify the original invoice payments and to enter the returns, you will open Sage 100

Use the drop down arrow to search for both invoice numbers


Search
This is paid in full.

Next, we will check the second one.

Both invoices were paid in full. Now, we will enter this information into Sage 100, as you cannot enter two invoices with the same reference number in Sage Paperless. It will not allow you to export, so it is easier to enter both into Sage 100 instead.





Ferguson does not reclaim the 2% discount we applied on payment. Other vendors do, including Keller, who will charge you back if you don't return it. You will receive a warning if there is already a matching invoice with this number when you push save.







Sage will warn you that there is already an invoice in the system with this number. Ignore the warning, we need the remittance to show both line items with the same reference number.








Once both lines of the credit memo have been entered in Sage 100, go back into Sage Paperless to Index the Invoice image. This will attach it to both transactions in Sage by using the invoice number.

Enter your invoice number if Paperless hasn't already filled the information in. It will automatically match, as those transactions are in Sage Paperless.

Done!