Knowledge

Manual Mapping

NOTE: If the purchase refund mapping setup is disabled, the purchase refund is not automatically mapped. Manual mapping is required.

• Step 1.Go to the purchase order return detail and create the refund 
  
• Step 2. Click  to map -> Select the account and click on the Save button. 
  
  
  And this purchase refund is displayed in the report. 
  
  

Automatic mapping for purchase refund 

• Step 1. Go to Settings menu under the Accounting module in the left sidebar -> Select the Mapping setup menu -> Select the Purchase tab  ->  Enable the purchase refund  mapping setup  and select the payment account and deposit to -> Click on the Save button
  
  
  
• Step 2. Go to the purchase order return detail and create the refund 
  
  
  
• Step 3. Go to the Transactions menu under the Accounting module -> Purchase -> Refund , this purchase refund is mapped automatically.
  
  
  

Mass mapping 

• Step 1. Enable the purchase refund mapping setup  and select the payment account and deposit to -> Click on the Save button
• Step 2. Go to the Transactions menu -> Purchase->Refund -> Select some purchase refund which mapping status is Has not been mapped -> click on the Bulk actions -> select the Mass mapping -> click on the Confirm button.
  
  
• Step 3. Confirm your selection in the following pop-up. The purchase refund will be mapped.
  

Edit mapping

• Step1. Go to the Transactions menu -> Purchase -> Refund -> Click on the Edit  
  
  
• Step 2. Change the account and click on the Save ==> the amount of the account will be changed. 

Delete mapping 

Deleting the mapping will change the account's amount

• Step1. Go to the Transactions menu -> Purchase -> Refund  -> Click on the Delete
  
  
• Step 2. Confirm your selection in the following pop-up. The mapping of purchase refund will be deleted.
  

Mass delete mapping

Deleting the mapping will change the account's amount

• Step 1. Go to the Transactions menu -> Purchase -> Refund -> Select the purchase refund which mapping status is Has been mapped -> click on the Bulk actions -> select the Mass delete mapping -> click on the Confirm button
  
  
• Step 2. Confirm your selection in the following pop-up. The purchase refund will be mapped.