Introduction
This feature helps to create debit/credit notes for rate/quantity errors.
To create Debit/Credit Notes go to the Sales Invoice (sale module) click on record and in the details page, click on Make SDN/SCN or go to Purchase Bills (supply chain), click on record and in the details page you will see Make PDN/PCN, click on that button and form will get open.
Manadatory Fields
| Mandatory Fields |
|---|
| Document Type - Sales Debit Note, Sales credit Note |
| GST Type - GST Type, Non GST, TCS |
| Category - Against Particular SI/PB, Adhoc |
| Book this DNCN in Last FY - Yes / No Alert - Option to book in Last FY is disabled |
| Item (Only for Adhoc DNCN) - Select from Item Master. |
| Transaction Type - Select from Transaction Type Master. |
| Remark - Select from Remark Master. |
| Mode - Road, Rail, Air etc. |
| Currency - Select from Currency Master. |
| Only for JSON Unit - Select from GST units. Document Type - Debit/Credit Number From To Validations - System is unable to find the range of documents () for the unit - One or more of the selected documents are not enabled for e-invoicing. |
Optional Fields
| Optional Fields |
|---|
Document Date Validation - Date must be between 01-Apr-21 AND 31-Mar-22 |
| TCS Code (If Applicable) - NA, TCS on Scrap 1%, TCS on sales, TCS on Scrap 0.75% etc. Alert - TCS Code must be Not Applicable |
| TCS Amount |
| Adhoc Value |
| Freight / Packing |
| Discount |
| Account Particulars - Select from Chart Of Accounts Master |
| Due Date |
| Update Stock - Yes / No |
| Transporter Name - Select from Transporter Master |
| LR No |
| Vehicle Details |
| Eway Bill No |
| No of Boxes |
FCNR Amount Validation - FCNR amount may not be zero (If selected currency is Non-INR) |
| Notes |
| Only for Modify Other Info - Additional Notes |
Reference Invoice / Bill No Validation - Invoice No. does not belong to this customer - Bill No. does not belong to this supplier |
Form Validation - The total value of this document must be more than zero. |
Features
| Features |
|---|
| Modify - If lock is applied to the document, this option will be disabled. |
| Delete - If lock is applied to the document, this option will be disabled. - If document is already linked to a GRN, this option will be disabled. |
| Print - To print PDF. |
| JSON |
| Modify Other Info - To update additional notes etc |
| Invoice Grid - To show sales invoice index. |
| Bill Grid - To show purchase bill index. |
Debit/Credit Note Line Create - Manadatory Fields
| Mandatory Fields |
|---|
Quantity Validation - Qty must be greater then 0 |
Rate Validation - Rate must be greater then 0 |
Debit/Credit Note Line Create - Optional Fields
| Optional Fields |
|---|
| Non Standard Note |
Value Validations - Value needs to be in the format 99999999.99 - Value needs to be greater than zero |
| Only for Modify Taxable Value - Taxable Value |
Form Validation - Only G type Invoices will be fetched. |
Debit/Credit Note Line Create - Features
| Features |
|---|
| Create New |
| Delete |
| Modify Taxable Value - To update taxable value. |