JAI CRM
Home Documentation Assignment Debit notes

Debit notes

Money going back to you from a supplier — short supply, rejection, a rate difference.

Money going back to you from a supplier — short supply, rejection, a rate difference. Worth owning, because an unchased debit note is money you have already lost.

What you would route on

Any field on the module can be used, including ones you have added yourself. These are the ones businesses reach for:

FieldWhy you would route on it
VendorKeep it with that supplier’s buyer.
TotalLarge claims to somebody senior.
ReasonQuality rejections to the QC lead.

A worked example

A processor routes every debit note to the buyer for that vendor, and any raised for a quality rejection to the QC lead instead, because they are the person who has to argue it.

Caps and overflow

SettingWorth it here?
A cap per personRarely.
An overflow ownerRarely.

Nothing stops you setting either — they are offered on every module. It is simply that a daily limit answers a question this module rarely asks.

Where to go next

Something missing or wrong here? Tell us. A question that needed asking usually means a page that needed writing.