ProductPurchases
Credit Notes
User guide for Credit Notes in the Numezis company portal.
Overview
Issue purchase credit notes to correct or reverse supplier bills while keeping audit linkage to the original document.
Where in the app
/c/companies/:companyId/purchases/credit-notes
Step-by-step
- Open Purchases → Credit notes. (UAT-C-PUR-CN-001)
- Create a credit note from an existing bill or standalone with vendor reference. (UAT-C-PUR-CN-001)
- Adjust lines and tax, then submit for approval if configured. (UAT-C-PUR-CN-001)
- Post to update vendor balance and ledger accounts. (UAT-C-PUR-CN-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-PUR-CN-001)
- If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-PUR-CN-001)
Permissions and modules
Requires Purchases module and credit-note permissions.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
purchases.credit-notes | Purchase Credit Notes | purchase_credit_notes | required | Purchase Credit Notes | high | UAT-C-PUR-CN-001 |