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In the Company field, you can select a company or other legal entity on behalf of which the debit note is created. Select it from the Companies list.
The Contract field is populated automatically with the default contract of the selected supplier. If necessary, you can select another contract of this supplier (to open the list of contracts, click in the Contract field, then select Show all).
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By using the Purchase Order field, you can link the debit note to a purchase order manually; for this, click the arrow button in the field, then click Show all. The list of purchase orders appears; only the orders for the same contract are shown in the list. If you need to link the returned items to multiple purchase orders, move the Purchase Order field from the Main tab to the table on the Inventory tab where it will appear as a table column. For this, use the Setting button on the toolbar (for more information, see Document Toolbar).
If this debit note was not generated for a specific invoice received, in the Basis box manually select the invoice received which is being corrected or adjusted by this debit note. Click the Fill in ( 
) button to copy the data to this note. If, after you edited the this debit note, you want to cancel the changes and reset to the initial details, use the Fill in ( ) button – the details from the basis document will be copied to the debit note.
In the Warehouse box, you can select the warehouse from which the goods should be returned (or their amounts or quantities corrected). If you need to return (correct) different items to different warehouses, move the Warehouse field from the Main tab to the table on the Inventory tab where it will appear as a table column. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).
You can link this debit note with a project from the Projects list if the Project Management functionality is turned on on the Administration > Settings > General Settings. If the items in this document were purchased for different projects, and you need to specify different projects for different items, you can move the Project field from the Main tab as a column to the table on the Inventory tab. For this, use the Setting button on the toolbar (for more information, see Document Toolbar).
You can use the Comment text box to provide any relevant information on this transaction.
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| Note. If proper taxation option does not appear in the debit note, check the VAT settings in the invoice received which was used as the basis. If the note is not based on any invoice received, check that the VAT accounting functionality is turned on on the Administration > Settings > General Settings form and that correct VAT settings are specified for the supplier (see Companies). |
The Generate Tax Credit Note Received button
For the saved debit note, you can generate a tax credit note received in one of the following ways:
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All the details from this debit note will be copied to the tax credit note received.
The document totals and other Information
At the bottom of the form, the Total Due field shows the document total, and the VAT field shows the total VAT amount calculated for the debit note.
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- New (document was created, but not recorded to the database)
- Not Posted (document was recorded, but not posted)
- Posted (document was posted)
- Marked for Deletion (document was marked to be deleted)
The toolbar buttons
After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to post the document without closing it or Post and close to post and close the document.
For descriptions of other buttons, see Document Toolbar.