Create a Purchase Credit or Debit Note

Security Note: You need the Allow invoice maintenance security right in the Contracts domain security rights group for this activity.

Activity Steps

1. Open the Invoice Explorer.
2. Right-click in the Invoice field group and select New » Credit/Debit Notes » Purchase Credit/Debit Note from the menu.

   The Purchase Credit Note displays.

3. Complete the following fields as required.
   • Document Number
   • Document Date—Date on which the credit or debit note was issued, as printed on the credit or debit note. Default: The current system date.
   • Currency—Currency to which to convert all line items in the credit or debit note. Select from the currencies defined in the Currency/Exchange Editor.
   • Reference—Optional text reference.
   • Accounting Group—Select from the accounting groups defined on the Chart Of Accounts screen.
   • Pay To—Select from the organisations and companies defined on the Organisations panel of the Solution Explorer. Read-only after a payment has been associated with any of the invoice's instalments. Default: The Pay To organisation from the first selected despatch order, or else the Seller of the purchase contract or the Bank of the repurchase contract.
4. Include a despatch order in the purchase credit/debit note before saving. See Include a Despatch Order in a Purchase Credit or Debit Note.

   Note: If the Purchase Credit Note status definition exists, the credit or debit note is assigned the initial status. This status definition controls whether the credit or debit note is editable and selectable. See Status Definitions.