EPO – Credit note
User manual
Table of content
Introduction
Glossary
Web application
Dashboard
Filling out the header fields
Filling out the detail line(s)
File attachments
Filling in the delivery and address information
Delivery information
Messages
Submitting a credit note
Submitted credit notes
Pending
Rejected
History
Viewing the credit note documents & generated PDF reports
Generate the PDF report
Emailing the credit note report
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Abbreviation | Explanation |
EPO | E-Procurement Online |
CN | Credit note |
The status symbols are as follows:
= EPO module (This button takes you directly into the E-Procurement Online app)
= Credit note module (This button takes you in the CN creation)
= PDF report (This button generates the PDF document report when clicked)
= Email report (This button allows you to email the PDF document report)
= Save the CN as a draft (This button allows you save the CN as a draft, which you can submit at a later stage)
= Submit the CN (This button allows you to submit the CN)
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Sign into the Asamco portal using this link: https://asamco-portal.azurewebsites.net/#!/auth/login
You should see the login page displayed as shown below:
Fill in your username and password and you will now be logged into the portal. Note that as the portal is developed the appearance might change slightly.
After logging in please select the relevant organisation you want to work in. For this user manual we will be selecting the Asamco (demo) organisation.
Click on the Asamco (demo) organisation and you will be presented with the companies and the connected applications that are linked to each company.
After clicking on the Asamco B.V. company, you will be presented with an overview of all the connected applications linked to that company. The connected applications you can see here are managed by permissions that can be different for each company and are assigned by your organisation's administrator.
To submit a new credit note please open the EPO application.
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Click on the "+" sign to create a new detail line. 
The following new screen will pop up. A choice can be made between a "general ledger" (GL) account or a "stock item".
Click on the "GL" drop down menu. You will see the following menu displayed from which you can select your "GL" item account.
You can also use the search bar on top to search for either the account number or the account name (as shown below).
After you have selected your "GL" or "stock item" account you will see the GL account number or the stock code in the item lookup.
The following fields need to be filled in per detail line within a "CN".
GL account: Select a general ledger account. | Item: Select the stock item. |
Quantity: Select the quantity to be ordered. | Quantity: Select the quantity to be ordered. |
Price: Select the unit price per item. | Price: Select the unit price per item. |
Tax type: Specify the tax type for the line (if applicable). | Tax type: Specify the tax type for the line (if applicable). |
Line description: The line description will be defaulted based on the GL account. You can overwrite the description. | Line description: The line description will be defaulted based on the stock item. You can overwrite the description. |
Project: Select the project for which the item is required (if applicable). | Project: Select the project for which the item is required (if applicable). |
Create: Click "create" to add this line to the CN. | Warehouse: Select the warehouse in which the goods to be sold are stored. |
Unit of measure: Select the correct unit of measure (if applicable). |
Create: Click "create" to add this line to the CN. |
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- Delivery date: Select the date of delivery
- Priority: Select the priority of the delivery from low to critical in your CN (if applicable).
- Delivery method: Select the delivery method for the CN (if applicable).
- Due date: Select the due date by which the order should be delivered.
- Settlement term: Select the settlement term in which the goods will be paid (if applicable).
- Select opportunity: Select the sales opportunity for the CN (if applicable).
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In the credit note messages, you can post any internal messages to the company from here and it will be saved to the CN.
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