[OPEN-ILS-GENERAL] Credit memos?

Bill Erickson erickson at esilibrary.com
Thu Aug 25 13:53:54 EDT 2011

On Thu, Aug 25, 2011 at 12:38:04PM -0400, Mary Llewellyn wrote:
> Hi all,
> Does anyone know if acquisitions includes a way to create a credit memo? For
> instance, if a library returns books to a provider, and the provider refunds
> their money, the library would enter a credit memo that would return the
> money to the fund it came from. 

Hi Mary,

It's not explicitly supported, but it should be possible to do what you

Create an Invoice Item Type called "Credit Memo"
Create a new invoice for the vendor in question
  Add a Direct Charge with a Charge Type of "Credit Memo"
  Select the fund you wish to credit
  Enter the negative amount in the Billed and Paid columns.  
  Add notes, etc.
  Save the invoice

The interface will complain that negative numbers are not valid, but it
should let you save the invoice and the fund will be credited.


Bill Erickson
| Senior Software Developer
| Equinox Software, Inc. / Your Library's Guide to Open Source
| phone: 877-OPEN-ILS (673-6457)
| email: erickson at esilibrary.com
| web: http://esilibrary.com 

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