Posting Payable Credit Notes

You can post payable credit notes in one of the following ways:

  • Post a single payable credit note using the Post button on the payable credit note detail page
  • Post multiple payable credit notes from the list page, either immediately or later as a batch job using the Background Posting Scheduler
  • Post multiple payable credit notes via Datastream using the Trigger Posting feature

For more information about posting payable credit notes, see How Payable Credit Notes are Posted.

Posting a Single Payable Credit Note

To post a payable credit note using Lightning:

  1. Click the Payable Credit Notes tab.
  2. From the list view, click the payable credit note that you want to post.
  3. On the payable credit note's detail page, click Post or Post & Match if the payable credit note was created from a payable invoice and you also want to match them. The Post Payable Credit Note window displays.
  4. Click Post.
If there are unsaved changes, a dialog box displays, and you can select from the following:
  • Select Continue Editing to continue to edit the payable credit note expense and product lines.
  • Select Discard and Continue to discard the unsaved changes and continue to post the payable credit note.
  • Select Save and Continue to save the existing changes and continue to post the payable credit note.

Posting Multiple Payable Credit Notes

Trigger-Posting Payable Credit Notes using Datastream

The Trigger Posting feature enables you to automatically post a document either synchronously or asynchronously by updating its header using Datastream.

  • Read Trigger-Posting Documents for some very important preparation notes and prerequisites.
  • Before you use the Trigger Posting feature, we recommend enabling it in the Feature Console to automatically add the Trigger Posting and Trigger Posting Error fields to the related page layouts. If you use other page layouts, you must add these fields manually. For more information, see Enabling the Trigger Posting of Documents Feature.

To trigger-post documents using Datastream: