Create vendor credit from the Company form

You can create vendor credit from Company form.

  1. If the Create Vendor Credit related link does not appear on the vendor record, make sure the Vendor check box is selected.
    1. In the Company form, make sure you are in the Vendor view.
    2. Select the Vendor check box.
      Only companies designated as vendors can display the Create Vendor Credit related link.
    3. Click Update.
      The related link appears on the Company record for that vendor.
  2. Navigate to Vendor Performance > Vendors > Vendors.
  3. Open the record for that vendor.
  4. Click the Create Vendor Credit related link.

    The Vendor Credit form appears with the Vendor field pre-populated.