Unallocate a credit note from a purchase quick entry invoice

Solution Properties

Solution ID:

241210150139090

Last Modified Date:

Wed Jul 01 14:39:34 UTC 2026

Taxonomy Path:

Case category//How do I...//processing

Author:

Unallocate a credit note from a purchase quick entry invoice

Description

To unallocate a credit note from a quick entry invoice, locate the supplier allocation transaction first.

Once you unallocate your transactions, the purchase invoice and the credit note become outstanding.

Cause

Resolution

From Contacts, select Supplier.
Open the supplier contact the transaction is related to.
Locate the allocation. To do this, look in the Type column for Supplier Allocation.

TIP:

If you can't find the allocation straight away, try changing your date filters. Look for the date the allocation took place.
Open the supplier allocation. Untick the checkbox on the invoice and credit note rows you want to unallocate.
Select Save, your quick entry invoice and credit note will now show outstanding.

Steps to duplicate