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  • Company Name- Client or company for whom the debit note is created.

  • Contract-Contract linked to the transaction.

  • Recognize Expenses in Payment Application Received-When enabled, expenses are recognized automatically.

  • Subcontractor Agreement- Links the debit note to a subcontractor agreement.

  • Transaction Type- Purpose of the debit note:

    • Goods Return-  For For returning physical items or return transactions for services.

    • Invoice Correction- To correct amounts/quantities without returning items.

  • Project-Project associated with the transaction.

  • Apply Retention / Ret. VAT at Retention Invoice-Apply retention and retention VAT rules as per contract.Progressive / Advance Invoice-Indicates if linked to a progressive or advance invoice received.

  • Basis-Original invoice received is being reversed or adjusted.

  • Date of Original Supply-Date when the original goods/services were supplied.

  • Entity Name-Legal entity issuing the debit note.

  • Warehouse-Inventory location involved (if applicable).

  • Comment-Internal notes or remarks.

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  • Item- for each entry in the transaction.

  • Content-Describes the work or service performed, often linked to WBS.

  • Quantity (UOM)-Number of units involved, with unit of measure.

  • Price-Unit price for the item or service.

  • Discount %-Percentage discount applied to the item, if any.

  • Discount-Amount of discount applied.

  • Amount-Total value before VAT and retention; calculated as Quantity × Price minus Discount.

  • VAT% %-Applicable VAT rate for the item.

  • Total (before Retention)-Total amount including VAT, before applying retention.

  • Retention-Percentage of the amount withheld as retention, based on contract terms.

  • Retention VAT-VAT component of the retention withheld.

  • VAT Amount-Monetary value of VAT for the item.
  • Total-Net payable amount after applying VAT and retention.
  • Project Task-Specific task or activity within the project that this item relates to.

  • Project WBS-Work Breakdown Structure code linking the item to a project task or subtask.

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