Associating an Invoice to a Debit Note or a Credit Note

On the Work with Related Invoices for DN/CN form, perform any of the following actions:

• Click Find to review the existing debit notes and credit notes.

• Click Add to associate an unmapped invoice to a credit note or debit note. On the Select CN/DN to Add Related Invoices form, click Find. Select the debit note or credit note that you want to associate to an invoice, and then click Select.

  Note: On the Select DN/CN to Add Related Invoices form, the system displays the records based on the Document Type value you entered in the Credit Note/Debit Note Document Type processing option. The system populates only non-void records on this form.

• On the Work with Related Invoices for DN/CN form, select the existing record and click Select to update the values of the following fields:

  • Original Doc Company

  • Original Doc Type

  • Original Document Number

  Note: The system allows you to update the original document details only for non-void records.

• You can delete the existing record using the Delete button from the Work with Related Invoices for DN/CN form.