CONNECT (Purchases) Debit Note (DN)

CONNECT (Purchases)

This user guide will guide you on how to Request Debit Note and Create Debit Note using the CONNECT app.

Request Debit Note (DN)

This function only applicable if the Procurement Officer does not have an accountant role. In the CONNECT, you cannot enter the Debit Note (DN) transaction inside the Purchases Module. What they need to do is to request the Accountant to approve DN. In CONNECT app, DN only can request for the full amount of bill. To request the DN, here are the steps :

1. Open the existing bill that need to issue DN

2. Click the button > request DN

3. The message comes out “Proceed to create a full amount Debit Note” > click CREATE if you wish to continue.

From Financio apps view

Accountant role will received the request.

Create Debit Note (DN)

This function only applicable if the Procurement Officer has an accountant role. Only the Procurement Officer with accountant role can see the button to create DN (Debit Note). To create DN, here are the steps :

1. Open the existing bill that need to issue DN

2. Click the button > Create DN

3. The message comes out “Proceed to create a full amount Debit Note” > click CREATE if you wish to continue.

4. Once you click on CREATE, the full amount of Debit Note created and the Dedit Note status is Approved.

From Financio apps view