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## 12.3 Credit Note Inquiry

This topic describes the systematic instruction to inquire credit notes applied to the customer based on the various criteria such as Credit Note Number, Buyer, Supplier, Date Range, and so on.

1. On Home screen, click Receivables and Payables. Under Receivables and Payables, click Inquiry.
2. Under Inquiry, click Credit Note Inquiry.
   The Credit Note Inquiry screen displays.

   Figure 12-5 Credit Note Inquiry

   Description of "Figure 12-5 Credit Note Inquiry"
3. Specify the fields on Credit Note Inquiry screen.

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 12-3 Credit Note Inquiry - Field Description

   Field | Description
   --- | ---
   File Name | Specify the name of the file used for uploading credit note.
   Credit Note Number | Specify the specific credit note number to search for.
   Buyer | Click the Calendar icon and select the buyer mentioned in the credit note.
   Supplier | Click the Calendar icon and select the supplier mentioned in the credit note.
   Relationship | Click the Calendar icon and select the relationship for which the credit note is created.
   Program | Click the search icon and select the program under which the credit note is created. This field is applicable only for OBSCF system.
   Credit Note Status | Select the status of credit note to filter the search result.
   Reconciliation Status | Select the recon status of the credit note to filter the search result.
   Date Reference Basis | Select the type of date range to be applied for search.
   Date Range | Click the Calendar icon and select the start date and end date of the date range.
   Currency | Select the currency of the transaction.
   Amount From | Specify the minimum credit note amount to be considered for the search.
   Amount To | Specify the maximum credit note amount to be considered for the search.
   Indirect Payment | Select the value to specify whether any indirect payment is made. The options are: Yes No
   Channel | Select the channel from the drop-down list. The available options are: External External File Upload Host Host File Upload OBDX OBDX File Upload

4. Click Search to view the search results.
   The Credit Note Inquiry - Search Results screen displays.

   Figure 12-6 Credit Note Inquiry - Search Results

   Description of "Figure 12-6 Credit Note Inquiry - Search Results"
5. Click the Credit Note Number link to view the details of the credit note.
   The Credit Note Details pop-up screen displays with the following tabs: Basic Details, Commodity Details, Pricing, Reconciliation Details and Linked Invoice Details.

   Figure 12-7 Basic Details

   Description of "Figure 12-7 Basic Details"
6. Click Commodity Details tab.
   The Commodity Details tab displays.

   Figure 12-8 Commodity Details

   Description of "Figure 12-8 Commodity Details"
7. Click Pricing tab.
   The Pricing tab displays.

   Figure 12-9 Pricing

   Description of "Figure 12-9 Pricing"
8. Click Reconciliation Details tab.
   The Reconciliation Details tab displays.

   Figure 12-10 Reconciliation Details

   Description of "Figure 12-10 Reconciliation Details"
9. Click Linked Invoice Details tab.
   The Linked Invoice Details tab displays.

   Figure 12-11 Linked Invoice Details

   Description of "Figure 12-11 Linked Invoice Details"

Parent topic: Inquiries