Acquisitions questions

Polaris
1

Hi, I have some Polaris acquisitions questions and I’m looking for help.

We use EDI ordering with Ingram, Penworthy, and Midwest Tape. If one of the vendors marks something as shipped on a packing slip, and it is marked as received via EDI in Polaris, what do I do when we get a credit because it wasn’t received? How do I mark the invoice as paid if I didn’t actually receive everything?

Same thing for damaged books that are actually received and the related credits.

Do I do anything with the PO or just the invoice?

How are y’all accounting for the credit card fees that vendors charge? Do you say it is an “other” charge?

Thanks for any help or instructions you can provide!

2

Have you read the instructions in the Help articles “Distribute Credits/Discounts on an Open Invoice” and “Crediting Invoices”?
I have very limited invoicing experience but did need to apply credits to open Midwest Tape invoices following the instructions on distributing credits.