Debit note setup

Goal

Configure permissions and purchasing defaults that affect debit notes.

Who it is for

Tenant admin / purchasing admin (purchasing.admin).

Steps

1. Enable purchasing.
2. Open Trade → Purchasing setup for match/exception catalogs used when correcting bills.
3. Assign purchasing.manage (draft create/edit), purchasing.post (post/approve/void), and payments.manage (settle).
4. Confirm reason-code usage expectations with AP clerks (return, price adjustment, tax correction, …).
5. Ensure chart accounts / tax codes support AP credit posting and unstock.

Result

Debit-note create/post/settle paths have the right roles and accounts.

Related

• Purchasing setup for bills
• Users and roles