Can I allocate a purchase credit note to a purchase order?

You cannot allocate a purchase credit note directly to a purchase order. Credit notes can only be allocated against a purchase invoice with an outstanding balance.

How document matching works

iplicit supports the following matching paths:

• Goods received note → purchase order and purchase invoice
• Purchase credit note → purchase invoice

The purchase credit note links to the purchase invoice, which in turn links to the purchase order. This creates a full audit trail across all three documents, but the credit note and purchase order cannot be linked directly.

What to do

1. Ensure the purchase invoice has been matched to the purchase order
2. Navigate to the purchase invoice with the outstanding balance
3. Allocate the purchase credit note against that invoice.

The document history on each record shows the full chain from purchase order through to credit note.

See the purchase invoices and credit notes user guide for detailed steps on allocation and matching.