Check supplier credit notes

Overview

You can review your Supplier Credit Notes for items that do not have a Completed Date and a Supplier Credit Note Date.

Review your supplier credit notes

If a Supplier Credit Note does not have a Supplier Credit Note Date it will not be available on your Cin7 Omni Accounting dashboard to be synced to your Accounting application.

From the left navigation panel in Cin7 Omni, select Purchases, then Supplier Credit Notes.
In the Supplier Credit Note Status dropdown, select “Completed But Not Invoiced”.
All the rows returned are missing the Supplier Credit Note Date.

We recommend you do not filter by selecting dates - this is so you can check all Supplier Credit Notes in the system.

If a Supplier Credit Note does not have a Completed Date it will not be included in the Inventory value in Cin7 Omni yet will be included in the Inventory value of your Accounting application once that Supplier Credit Note is synced to your Accounting software.

From the left navigation panel in Cin7 Omni, select Purchases, then Supplier Credit Notes.
In the Credit Note Status dropdown, select “All”.
Once the results are returned, click on the Completed Date heading to sort the results by Completed Date.
Check if any row has a blank in the Completed Date column. This indicates that the Completed Date is missing.

We recommend that you do not filter by selecting dates so that you can check all Purchase Orders in the system.

Update the missing date(s)

Update Individually

Click into each supplier credit note individually to update the Completed Date and/or the Supplier Credit Note Date.

Sync Transactions

Now that you have updated your Supplier Credit Notes, remember to sync the updated transactions to your Accounting application.
You can do this from your Cin7 Omni Accounting dashboard.
Remember to sync the resulting suppliers first, and then Supplier Credit Notes.