Credit Note

Create Credit Note

Description:

To create a Credit Note and link it to a specific document (Sales Invoice, Purchase Invoice, or Sale Return),

So that I can accurately adjust the party’s ledger balance and maintain correct financial records.

1. Mandatory Fields & Default Values

• Verify that the user cannot save the form without filling all mandatory fields (marked with *).
• Verify that Voucher Date defaults to the current system date (e.g., 29-04-2026).
• Verify that Voucher No and Document Number Prefix are auto-generated based on the last sequence.
• Verify that Dr/Cr dropdown is defaulted to 'CR'.

2. Party Selection & Ledger Link

• Verify that selecting a Party Type dynamically updates the options in Party Name.
• Verify that clicking the "Show Ledger" link opens the account statement/ledger for the selected Other Party Name.

3. Cascading Dropdowns (Voucher Linkage)

• Verify that the Voucher For dropdown contains the correct document types: Sales Invoice, Purchase Invoice, Sale Return.
• Verify that selecting an option in Voucher For dynamically filters the Transaction No dropdown to show only the relevant and active transactions for the selected party.

4. Amount Auto-Population & Calculation

• Verify that upon selecting a Transaction No, the system auto-fetches and displays the related Tax Amount, Chargeable Amt, and Already Paid Amt.
• Verify that the Net payable Amt is automatically and accurately calculated based on the fetched values.

5. Attachments & Remarks

• Verify that the user can upload a valid file format (PDF, JPG, PNG) using the 'Choose File' button.
• Verify that the user can enter alphanumeric text in the 'Narration/Remarks' text box.

6. Save & Print Functionality

• Verify that clicking Save stores the record successfully, updates the respective party's ledger, and resets/redirects the form.
• Verify that clicking Save And Print saves the record and opens a printable view (or PDF download) of the generated Credit Note.