# Supplier credit notes for Kinetic

Kinetic has supplier credit notes built in. Pulsify reads AP debit memo documents like invoices and flags one with a missing or unknown original invoice.

A supplier AP debit memo reduces what you owe a supplier, usually for returns, short deliveries or a pricing error.

## What Kinetic does on its own

Epicor calls a supplier credit a debit memo. It is entered in Debit Memo/Prepayment and applied to the invoice it corrects.

## What you need in Kinetic

- Accounts Payable security

## Setting it up in Kinetic

Where to find it: Accounts Payable > General Operations > Debit Memo/Prepayment

1. Open Debit Memo/Prepayment and choose New > New Debit Memo.
2. On the Detail tab pick the invoice to correct or adjust.
3. Choose Actions > Apply/Debit Memo/Correction Invoice.
4. The invoice balance drops by the memo amount.
5. Run Payment Entry.

## Good to know in Kinetic

- Print Debit Memo prints documents for one or a group of debit memos.
- Get > Get DMR Debit Memos in AP Invoice Entry pulls debit memos for returned material.

## How to do it in Kinetic

### How to apply a debit memo to a supplier invoice in Kinetic

In Kinetic, enter the AP debit memo for the supplier, then allocate it to the AP invoice it credits. Pay the balance that is left. Full guide: https://www.pulsify.tech/how-to/apply-a-supplier-credit-note-in-epicor-kinetic/

## What Pulsify adds

1. Forward the credit note like any invoice. Pulsify recognises it.
2. Pulsify reads it line by line and looks for the original invoice.
3. It flags a credit note with a missing, unknown or smaller original invoice.
4. On approval the credit is created in Kinetic against the original bill.

Pulsify connects to Kinetic. We set up the connection for you.

What Pulsify does not do:

- Check the credit is applied before the next payment run, so you do not pay the full bill.

## Common questions

### What does Kinetic call a supplier credit note?

A debit memo.

### Can I get debit memos for returned goods?

Yes, with Get > Get DMR Debit Memos in AP Invoice Entry.

### Should a credit note go through approval?

Yes. It changes what you owe. The person who agreed the return or price fix is often the right approver.

## Sources

- https://tomerlin-erp.com/wp-content/uploads/2017/01/Epicor10_FeatureSummaryHighlights_101500.pdf
- https://www.crawford-software.com/wp-content/uploads/2021/07/Apply-AP-Debit-Memos-in-Epicor-ERP.pdf

Source: https://www.pulsify.tech/supplier-credit-notes-for-epicor-kinetic/ (last checked 2026-10-19)