Holds information that applies to the whole purchase credit note
and acts as a container for a number of purchase credit note line items. See "Purchase Credit Note Fields" and "What is a Purchase Credit Note" in the FinancialForce Help for more details.
Key: M – mandatory field
| Field name | Data type | Properties | Description |
|---|---|---|---|
| Account | Reference (Account) | M | Vendor account for this purchase credit note. |
| AccountCreditNoteNumber | Text(24) | Credit note number shown on the vendor's credit note. | |
| AccountInvoiceNumber | Text(80) | Invoice number on the credit note delivered by the vendor. | |
| CreditNoteCurrency | Reference (Accounting Currency) | M | Currency in which monetary values are expressed on this purchase credit note. |
| CreditNoteDate | Date | M | Date that appears on the sales credit note sent by the vendor. |
| CreditNoteDescription | Text(255) | Description of the purchase credit note that can be used to include comments. | |
| CreditNoteReason | Text (User Picklist) | Reason for the credit note, such as "Goods Returned" or "Incorrect Shipment". | |
| CreditNoteStatus | enumCreditNoteStatus | M | Current status of the purchase credit note. |
| CreditNoteTotal | Formula (Number) | Total credit note value, including the tax. | |
| Dimension1 | Reference (Dimension 1) | Reference to a Dimension by which you want to analyze this account. | |
| Dimension2 | Reference (Dimension 2) | Reference to a Dimension by which you want to analyze this account. | |
| Dimension3 | Reference (Dimension 3) | Reference to a Dimension by which you want to analyze this account. | |
| Dimension4 | Reference (Dimension 4) | Reference to a Dimension by which you want to analyze this account. | |
| DiscardReason | Text Area(255) | Reason why the purchase credit note was discarded. | |
| DueDate | Date | M | Date the purchase credit note is due for payment. |
| ExpensesNetTotal | Roll-up Summary | Total value of expense line items on the credit note, before tax. | |
| ExpensesTax1Total | Roll-up Summary | Total value of tax on expense lines items posted to (VAT) tax code 1. | |
| ExpLineItems | PurchaseCreditNoteExpLineItems | Reference to the associated purchase credit note line items (expense lines). | |
| IncomeTaxTypeRef | enumIncomeTaxType | Default category of 1099 income tax withheld for this account or Not Reportable. These types relate to the boxes on Form 1099-MISC. | |
| InvoiceDate | Date | Date of the related purchase invoice, if relevant. | |
| ItemsNetTotal | Roll-up Summary | Total value of product items on the credit note, before tax. | |
| ItemsTax1Total | Roll-up Summary | Total value of tax on product line items posted to (VAT) tax code 1. | |
| LineItems | PurchaseCreditNoteLineItems | M | Reference to the associated purchase credit note line items (product lines). |
| Name | Auto Number | Unique number allocated to the purchase credit note. | |
| NetTotal | Formula (Number) | Total value of items on the purchase credit note, before tax. | |
| OutstandingValue | Formula (Number) | Amount still owed on this document in document currency. | |
| OwnerCompany | Reference (Company) | Reference to the Company to which this document belongs. | |
| PaymentStatus | Formula (Text) | Is this document "Unpaid", "Part Paid", or "Paid"? | |
| Period | Reference (Period) | M | Reference to the accounting Period in which this document falls. |
| Reference1 | Text(80) | The vendor's order number, your organization or company's order number, the buyer's name, or any other reference detail. | |
| Reference2 | Text(80) | Same as previous. | |
| RegisteredDate | Date | Date the purchase credit note was entered. | |
| TaxCode1 | Reference (Tax Code) | Reference to the (VAT) tax code to use, along with the credit note date, to derive the tax for this line. | |
| TaxTotal | Formula (Number) | Total value of tax on the purchase credit note. | |
| TransactionRef | Reference (Transaction) | Reference to the Transaction created when the purchase credit note was posted. | |
| Year | Formula (Text) | Name of the year. |