Supplier credit notes for Kinetic

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.

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. More about supplier credit notes in Pulsify.

What Pulsify does not do

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

More help

• Supplier credit notes for Dynamics 365 Finance
• Supplier credit notes for IFS Cloud
• Supplier credit notes for CloudSuite Industrial
• Duplicate invoice checks for Kinetic
• Invoice fraud checks for Kinetic
• Line item coding for Kinetic
• All Kinetic how-to guides

Sources

Last checked 2026-10-19.

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