Create a debit note

Goal

Create a draft debit note against a posted purchase bill (returns, price adjustments, tax corrections, etc.). Posting is a separate step unless you use the one-shot debit-from-bill action.

Who it is for

AP clerk with purchasing.manage (one-shot create+post from a bill needs purchasing.post).

Preconditions

• Source purchase bill is posted when creating from a bill.
• Supplier (party), currency/FX, and lines ready; reason code when required.
• Open period for the debit-note date when you post.

Steps

1. From a posted bill use the Debit note action, or open Debit notes → New.
2. Confirm supplier and reverses_id / source bill when correcting a specific bill.
3. Set reason code (return, price_adjustment, tax_correction, discount, rebate, goodwill, write_off, migration_adjustment, other).
4. Add lines (partial via source_line_id when reversing bill lines); qty/cost must stay within remaining creditable amounts.
5. Save as draft — or use the bill’s one-shot action to create, post, and settle in one step when available.

Result

A draft debit note appears (or a posted/settled note from the one-shot path). Next: post and allocate.

Related

• Lifecycle
• Troubleshoot
• Purchase bills