Debit Note Display Template

Your company might require Suppliers to provide certain data elements as part of a Debit Note. Use this procedure to create the form that you want your suppliers to send you.

To create a debit note form for suppliers

1	Click the Account Manager tab > Service Configuration > Form Edits.

The Form Edits - PO page opens.

2	Click the Debit Note tab.

3	In the first two sections, indicate which fields you want to display on the Debit Note and if they are required.

4	In the Buying Company Address, Bill To Address, and Supplier Company Address sections, click the check box next to the section titles if you want those fields to display. In each section, indicate which fields to display on the Invoice, if they are required, and specify field lengths.

5	In the SAC Header (Service Allowance or Charge) and SAC Line sections, click the check box next to the section titles if you want the fields to display. Specify the fields to display.

6	In the Buyer Defined Input Fields - Header Level and Buyer Defined Input Fields - Line Level sections, define the fields to appear on the Debit Note, if they are required, and specify field lengths.

7	Click Actions and click Preview Form Edit Changes.

8	Review your settings, click Actions, and click Submit to save the settings.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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