Issuing supplier credits

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Three ways to issue a supplier credit from an RMA. Pick the one that fits the supplier’s response. This page is the canonical reference for credit minting; the credit ledger lives at Suppliers → Credits; applying credits to POs is at Purchase Orders → Applying supplier credits.

In the UI, the Create credit dialog shows three mode buttons: Grouped, Individual, and Edit (for editing an existing credit on this RMA).

On this page

• The three mint paths
• What happens when a credit is issued
• Currency
• The total credit amount caveat
• Voiding and editing a credit
• Auto-allocation
• Cancellation does not void credits
• See also

The three mint paths

Path	UI label	Use when	Status requirement	Sets credit status to
Issue credit for one line	(single-line action from the line row)	Crediting line-by-line as inspection completes.	Received by Supplier, Inspection Complete, or Resolved.	”Issued” for that line.
Issue per-item (individual) credits	Individual in the Create credit dialog	Crediting many lines at once.	Any status.	”Issued” per line.
Issue a grouped creditGrouped creditA supplier credit covering the whole RMA rather than individual lines. Used when the supplier issues one lump-sum refund. Read more →	Grouped in the Create credit dialog	Supplier sends one lump-sum credit covering the whole RMA.	Any status.	”Issued” for every line.

What happens when a credit is issued

• A credit row appears in the supplier’s credit pool.
• The credit memoCredit memoThe document confirming a supplier credit. Logistified generates a credit memo number for each credit you issue. Read more → number is auto-generated.
• The total credit amount on the RMA header is recomputed (for individual and grouped paths; see caveat below).
• The credit becomes available for application to future POs.

Currency

Each credit is stored in the RMA’s currency. The supplier-level credit balance doesn’t currently separate by currency, so if a supplier has credits in mixed currencies the displayed balance is a blended sum shown in one of them. We recommend keeping a supplier on a single currency where you can.

The total credit amount caveat

The single-line credit action does not recompute the RMA header’s total credit amount. The Individual and Grouped paths do recompute it. Workaround: issue at least one Individual or Grouped credit per RMA — the recompute catches up.

Voiding and editing a credit

VoidingVoidRemove a supplier credit from the available pool. Irreversible. Use it only when the credit was issued in error. Read more → removes the credit from the supplier’s available pool. Voiding is irreversible — there is no “unvoid” action. If you’re not sure, edit instead.

Editing a credit can change the total amount, the per-line breakdown, and the credit memo. Edits cascade back to the RMA header’s total credit amount.

Auto-allocation

There is none. Credits sit in the supplier’s pool until you choose to apply them to a specific PO.

Cancellation does not void credits

If you cancel an RMA after issuing credits, the credits stay valid. To remove them, void each one explicitly.

Note

Credit minting is always operator-driven. Lifecycle transitions like “Received by Supplier” or “Resolved” don’t mint credits automatically.

See also

• Suppliers → Credits — the credit ledger.
• Purchase Orders → Applying supplier credits — using a credit on a PO.

Last updated: 20 May 2026