Apply a supplier credit to a PO

Before you start

• A supplier credit exists in the supplier’s pool.
• A PO has that supplier assigned.
• The PO is not Completed or Cancelled. Draft and Sent POs can apply credits.

Steps

1. Open the PO detail page.
2. Click “Apply credit.”
3. The dialog shows available credits for that supplier. Credits may be in the PO currency or another currency.
4. Select one or more credits. Optionally apply less than the full amount.
5. If the credit currency differs from the PO currency, review or enter the exchange rate.
6. Confirm.
7. The PO’s total due updates. The credit’s available balance decreases.

Worked example

Supplier owes me €500 from an earlier RMA. The new PO is €2,000. I apply €500; the PO’s total due drops to €1,500. The credit’s balance drops to €0.

Common failure modes

Symptom	Likely cause	Fix
No credits show in dialog	The PO has no supplier, the supplier has no active available credits, or the credit is scoped to different items.	Confirm the supplier and credit details on the supplier record.
Exchange rate required	The selected credit is in a different currency from the PO.	Enter the rate shown by your finance process.
Can’t apply credit	PO is Completed or Cancelled, or has no supplier.	Use a supplier-assigned PO that is still active.
Reversed PO didn’t reverse credit	Cancellation doesn’t auto-reverse credit applications.	Manually unapply via supplier credits.
Apply is disabled	An amount is over the credit’s available balance or too small to apply in the credit’s currency.	Fix the highlighted amount.
”Nothing was applied”	A balance was used elsewhere, a credit was voided, or the order total changed while the dialog was open.	Review the refreshed amounts and apply again.

See also

• Suppliers → Credits
• Purchase Orders → Applying supplier credits

Last updated: 7 June 2026