Creating Payable Credit Notes from All Eligible AP Voucher Credits

You can create payable credit notes from all eligible AP voucher credits by clicking Create from AP Voucher Credits on the Payable Credit Notes list view. This might be useful if you want to export all the relevant AP voucher credits to Accounting at once but prefer not to schedule recurring jobs.

An AP voucher credit is eligible for this process when all the following are true:

  • The Export Status of the related AP voucher is set to "Exported". This means that a payable invoice was created for it.
  • The Export Status field on the AP voucher credit is not set to "Exported" or "Export in Process".

To create payable credit notes from all eligible AP voucher credits:

  1. Navigate to the Payable Credit Notes tab.
  2. From the list view, click Create from AP Voucher Credits. The payable credit notes are created in the background.

Depending on how your org is set up, you might receive an email and a Salesforce notification. The notification contains information about the number of payable credit notes that were created successfully and the number of errors, if any. The email contains a list of payable credit notes that were created and the AP voucher credits that they were created from. If any errors occurred, the email also provides a list of errors. If email and Salesforce notifications are not enabled in your org, you can review the AP voucher credits with the Export Status field set to "Export Error". You can create a list view for the AP Voucher Credit object that filters records with an error and displays the Export Error field. This field provides more information about why the payable credit note could not be created.