Authorize Debit Credit Note – A summary of the activity

This activity allows you to authorize the account based debit / credit notes. You can search and select the debit / credit notes that you want to authorize. You can authorize a debit / credit note that is in the “Fresh” status. The details of the debit / credit note can be modified during the process of authorization. The status of the note after authorization is updated as “Authorized”. The details of an authorized debit / credit note cannot be modified. You cannot modify the details of the payment schedule, the tax, charge, discount and the applicable for the debit / credit note. This activity also facilitates you to authorize multiple debit / credit notes at the same time.

This activity also allows you to modify the details of the debit / credit note. The system retains the status of the debit / credit note as “Fresh”. This activity also allows you to return the debit / credit note to the user who has created it for modification. A debit / credit note is returned if the user who is authorizing it is unable to handle the modifications that have to be made. The system updates the status of the debit / credit note as “Returned’.

The system calculates and generates the payment schedule, taxes, charges, and discounts based on the modifications made. The payment schedule, taxes, charges, and discounts cannot be modified after the debit / credit note has been authorized.

Getting familiar with the pages inside

What you can do in this activity

Authorize multiple debit / credit notes

Modify account based debit / credit note

Authorize account based debit / credit note

Return account based debit / credit note

Authorize multiple debit / credit notes

Multiple debit / credit notes can be authorized at a time. Debit / Credit notes that are in the “Fresh” status can be authorized. The status of the debit / credit note after authorization is updated as “Authorized”. The details of the modified debit / credit note cannot be modified.

• Go to “Select Debit / Credit Note” page.

• Search, mark and authorize the debit / credit notes.

Modify account based debit / credit note

Account Based debit / credit notes can be modified. Debit / Credit notes that are in the “Fresh” status can be modified. The debit / credit note retains the “Fresh” status as required if some more modifications are to be made.

• Go to “Authorize Account Based Note” page.

• Modify the necessary information.

Authorize account based debit / credit note

Account based debit / credit notes can be authorized if they are in the “Fresh” status. The details of the note can be modified during the process of authorization. The status of the debit / credit note is updated as “Authorized” after the authorization. An authorized debit / credit note cannot be modified any longer.

• Go to “Authorize Account Based Note” page.

• Authorize the debit / credit note.

Return account based debit / credit note

Account based debit / credit notes can be returned to the user who created for modification. A debit / credit note is usually returned if the user who is authorizing it is unable to handle the modifications that are to be made. The status of the debit / credit note that is returned is updated as “Returned”.

• Go to “Authorize Account Based Note” page.

• Return the debit / credit note.