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Step 2: Review Data, Code, and Submit

After the credit note is uploaded and extracted, review the details, complete the coding, and submit it.

Steps:

  1. Open the Credit Note: Locate the document (likely in Credits or Invoices submodule) and click to open it.
  2. Verify Document Type: Ensure the Type field is set to Credit. If it was extracted as an Invoice, change the type accordingly.
  3. Review Header Information: Check the Document Number, Date Issued, Currency, and match the correct Supplier.
  4. Complete Line Level Coding:
    • Review each line item.
    • Enter necessary coding like Account Code, Description, Tax Rate, and any required Dimensions.
    • Ensure credit amounts are entered correctly (usually positive values representing a reduction).
  5. Review Document Totals: Verify the totals match the original credit note. Check the Are the line totals inclusive of tax? toggle if necessary.
  6. Relate Document (Optional): If you need to link this credit to the original invoice it relates to, use the Related Documents feature (click ... > Related Documents).
  7. Submit: Click Save and Submit.

What Happens Next?

In the standard Zudello workflow, credits typically do not require approval. After submission:

  1. Zudello attempts to create the credit note in your integrated ERP system.
  2. If successful, the document moves to Completed status in Zudello.
  3. If there's an error during ERP sync, it moves to Unable to Process. Review the error message and correct the issue, or contact support.

End of Tutorial

You have successfully processed a supplier credit note!

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