Overview
Vendor credit and payment lists help users trace payables activity after documents are saved. They support supplier queries, refund follow-up, and payment reconciliation.
Where To Find It
Path: Vendors > Credits, refunds, and payment transaction lists
Access depends on the module, company setup, and security permissions assigned to the user.
How It Works
Users open the relevant vendor list, filter for the vendor or period, review the transaction status and amount, then open the selected record if more detail is needed.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Filters and search | Limits the list to the records the user needs to review. | Use it before opening records from a busy list. |
| Result list | Shows matching records with key dates, references, names, and amounts. | Use it to identify the correct record and compare activity. |
| Open and follow up | Opens the selected record or leads to the next action. | Use it when the list result needs more detail or action. |
Recommended Workflow
- Open the vendor credit, refund, or payment transaction list.
- Filter by vendor, date, reference, or transaction status.
- Review the amount, document type, and related vendor balance impact.
- Open the transaction when a supplier or finance question needs detail.
- Use the result in payables follow-up or reconciliation.
Best Practice
- Check whether a vendor credit has already been applied before using it again.
- Use payment lists before assuming a vendor was not paid.
- Keep vendor references consistent for later tracing.