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NorthScope allows users to enter basic accounts payable credit memos that integrate as payable transactions within the host system, ifthe integration is turned on. These transactions are used to record credits the user is receiving against a vendor. This transaction does not use inventory items, or integrate with NorthScope’s Inventory module. Credit memos can be recorded in either NorthScope or the host system. However, a NorthScope credit memo provides additional capabilities, such as recording line item details and allocations against financial projects, fishermen, and tenders.

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A traditional credit memo occurs when the user is entering a credit from a vendor and none of the line items are being distributed (the “Distributed To” field is not assigned). When the transaction status is changed to “Ready to Post,” a Payables Transaction Entry is created in the host system’s Purchasing module, if the integration is turned on.

Each of these transactions contain the journal details for a typical credit transaction with the debit account defaulting from the Vendor's “Accounts Payable” account and the credit account(s) coming from the line item "Purchase Account". 

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A credit memo with Project Distributions occurs when the user is entering a credit from a vendor and one or more of the line items is being distributed to a Financial Project. When the transaction status is changed to “Ready to Post” a Payables Transaction Entry is created in the host system’s Purchasing module, if the integration is turned on.

Each of these transactions contains the journal details for a typical credit transaction with the debit account defaulting from the vendor’s “Accounts Payable” account and the credit accounts(s) coming from the line item "Purchase Account". 

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A credit memo with Fisherman or Tender Distributions occurs when the user is entering a credit from a vendor and one or more of the line items is being distributed to a fisherman or tender. When the transaction status is changed to “Ready to Post” a Payables Transaction Entry is created in the host system’s Purchasing module, if the integration is turned on.

Each of these transactions contain the journal details for a typical credit transaction with the debit account defaulting from the Vendor's “Accounts Payable” account and the credit account(s) coming from the line item "Purchase Account", which will default from the fisherman's "Settlement Accrual" account.

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If the purchasing preference for “Enable Real Time Integration” is set to “Yes” and the Integration Setup for AP Invoice/Credit Memo is set to Timed/Immediate, every credit memo changed to “Ready to Post” will be created in the host system. The journal entry will appear in the host system's Financial module as a Transaction Entry in the batch titled NS followed by the year, month, and day with the following format: NS: YY_MM_DD. For example, if the Credit Memo was integrated on July 14, 2015, the Batch ID for the transaction entry would be NS: 15_07_14. Once a transaction has been integrated in the host system, it can be reviewed prior to posting. Because posting in the host system makes all the updates to the general ledger, the GL Distributions should be reviewed. This can be done by opening the transaction and clicking the “Distributions” icon in the lower right corner. 

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