This Legacy Inform content requires revision and may not match your current GTX system. Please check back later for updated information.
Marlin GTX enables entry of Requests For Credit when returning stock to suppliers and linking them to the corresponding Credit Notes when replacement stock is received.
Supplier Credit Notes
Requests For Credit
Open Purchases and select the Request For Credit button in the left hand column.
After entering the Supplier, a Reference, Salesperson, Date and GL Period, enter product lines for the products you are returning to the Supplier.
When you have received the Supplier Credit Note:
Open the Purchases screen and select the Credit Note button in the left hand column.
Select the Supplier and a popup window will display any outstanding Delivery Dockets for that Supplier.
Select the appropriate Delivery Docket and click on the Import button at the bottom to import it into the Credit Note.
Complete the remaining information on the Credit Note (including the Credit Note number but not the Original Reference) and then Finalise it.
A popup prompt will ask whether you wish to leave the transaction unallocated (the original invoice balance will not be reduced and the credit will reside against the Credit Note).
Respond Yes and you can then clear them with a zero dollar payment.
In Manage Suppliers, view the Transactions tab for this Supplier to see the relevant transactions and their details.
Note that the Request For Credit is automatically given the description of 'RFC' and the descriptions of the original Invoice and the Credit Note are automatically updated with the reference numbers of the corresponding linked transactions.
Selecting Individual Lines
Clicking in the Original Reference field on a Request For Credit pops up the list of transactions for the selected supplier.
As well as selecting the original transaction in the top section, from v4.1.5 of GTX you can select the individual lines from that transaction to be credited in the bottom section.
Outstanding Supplier RFC Report
To generate this report:
Select Main > Suppliers > Outstanding Supplier RFC from the menu toolbar.
Change the selection criteria on the popup if required and then click on the Generate button.
