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--- wiki.vendorcd1 [2025/08/08 08:52] – created pcollabadmin
+++ wiki.vendorcd1 [2026/05/06 10:33] (current) – external edit 127.0.0.1
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 ====== How to Create a Credit Note Against the Respective Invoice in the Vendor Portal ======
-A vendor may create a credit note for reasons such as rejection of goods, post-invoice price adjustments or discounts, and overbilling compared to the PO or contract. \\
 Login with the vendor credentials. \\
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-A TRL Vendor Registration Form is then opened which asks the vendors to fill out the mandatory and optional details by hitting **“Continue”** between the tabs. \\
+Click on the Invoice tile from the Proc.Management\\
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+Click on the gear icon and select the Create Credit & Debit Notes option for the respective invoice to submit the Credit notes .\\
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+Choose Quality Credit Note as the Credit/Debit Note type .Click on the Submit button  .\\
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+If a Credit Note has already been submitted , a warning message will appear ."GRN Rejected Quantity must be greater then '0'" .\\
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+Enter all mandatory fields in the Basic Details tab like :Credit Note No and
+Credit Note Date (must be equal to or later than the invoice date).All other fields will be auto-populated.\\
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+ Enter the CDN Quantity and Tax in the selected line items tab .Click on move items to transfer the selected line items. \\
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+Moved line items will be displayed in the selected line items tab .To update line item select the checkbox for the preferred line item and click on delete item button if needed.\\
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+Click on the Upload icon to select and upload the required document. Once uploaded, the user can: view the document using the Eye Icon, delete the document using the Delete Icon, and download the file using the Download Icon.\\
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+The Additional Details tab displays linked data such as :PO Number ,Invoice Number ,Rejection Number.\\
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+Ensure all mandatory fields are filled .Click on Save as Draft to store the form in the Credit Notes List page and then user can continue editing and submitting the form later
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+Click on the Submit button to finalize the process.\\
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-The final tab has a declaration of the vendor. Then **“Submit”.**
+Upon successful submission, an email confirmation will be received.\\
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