Workflow & Flowchart

Debit Note Entry Workflow

The following steps describe how a new record is created and completed in the Debit Notes table:

1. Create a new record in Debit Notes.
2. In Quotation No., select the corresponding Job No..
3. In Order No., select the same Job No. as in Quotation No.
   (the system restricts the selection to matching records).
4. In AIRWAYBILL/POD No., select the same Job No. as in Quotation No.
   (the system restricts the selection to matching records).
5. Fill in Incoterms.
6. Fill in Item Description.
7. In 🔴 Taxable Items (Temp), select all items that should be charged on this Debit Note.
   The system will automatically transfer them into 🔴 Charge Items.
   Then, open each record in 🔴 Charge Items and fill in Amount and Quantity.
8. Enter the Exchange Rate.
9. Select the Currency.
10. Enter the VAT rate.
11. If there are non-taxable items, select them in 🔵 Non-Taxable Items (Temp).
    The system will automatically transfer them into 🔵 Non-Taxable Charges.
    (If there are no non-taxable items, skip this step.)
12. Set the Status of this Debit Note.
13. Add any relevant files in Attachment.
    (If there are no attachments, proceed to the next step.)
14. Add any additional remarks in Notes.
    (If there are no remarks, this field can be left blank.)
15. Select the Bank Account to be used for client remittance.
16. Fill in Handled By with the staff member responsible for this Debit Note.
17. The Debit Note entry is complete.

Flowchart