{"id":1472,"date":"2024-11-24T17:11:50","date_gmt":"2024-11-24T17:11:50","guid":{"rendered":"https:\/\/anyaman.id\/?post_type=docs&p=1472"},"modified":"2024-11-24T17:11:50","modified_gmt":"2024-11-24T17:11:50","password":"","slug":"key-steps-for-setting-and-using-the-credit-and-debit-page","status":"publish","type":"docs","link":"https:\/\/anyaman.id\/id\/docs\/key-steps-for-setting-and-using-the-credit-and-debit-page\/","title":{"rendered":"Key Steps for Setting and Using the Credit and Debit Page"},"content":{"rendered":"

Credit Note<\/h1>\n

Accessing Credit Note:<\/strong><\/h2>\n
    \n
  1. Navigate to Accounting > Credit Note<\/strong> in the Anyaman System menu.<\/li>\n
  2. The Credit Note page displays a list of issued credit notes and their statuses.<\/li>\n<\/ol>\n

    Search Credit Notes:<\/strong><\/h2>\n
      \n
    • Use the Search bar<\/strong> at the top to find specific credit notes by entering keywords like DOC Number, Company, or Description<\/strong>.<\/li>\n
    • Press Enter<\/strong> or click the search button to view results.<\/li>\n
    • If no search is performed, the message “Please Click Search To Find The Data”<\/strong> will appear.<\/li>\n<\/ul>\n

      Table Information:<\/strong> The table lists credit notes with the following details:<\/p>\n

        \n
      • DATE<\/strong>: Issue date of the credit note.<\/li>\n
      • DOC<\/strong>: Document number (e.g., CN000001).<\/li>\n
      • COMPANY<\/strong>: Related company or entity (e.g., PT. MAEKAWA MANDIRI INTERNATIONAL).<\/li>\n
      • AMOUNT<\/strong>: Credit amount (negative value indicating reduction).<\/li>\n
      • OUTSTANDING<\/strong>: Remaining credit balance.<\/li>\n
      • SOURCE<\/strong>: Reference code or transaction source.<\/li>\n
      • DESCRIPTION<\/strong>: Notes or transaction details (e.g., cancellation reasons).<\/li>\n
      • PROCESSED<\/strong>: Status, such as “CANCELLED” for voided credit notes.<\/li>\n<\/ul>\n

        Adding a New Credit Note:<\/strong><\/h2>\n
          \n
        1. Click the purple + Add<\/strong> button in the top-right corner.<\/li>\n
        2. Fill out the form on the new page to create a credit note.<\/li>\n
        3. Save the entry to add it to the system.<\/li>\n<\/ol>\n

          Viewing Credit Note Details:<\/strong><\/h2>\n
            \n
          1. Click the orange search icon<\/strong> on the left of a credit note row.<\/li>\n
          2. The detailed view includes:\n
              \n
            • Invoice<\/strong>: Document number (e.g., CN000001).<\/li>\n
            • Doc Date<\/strong>: Issue date (e.g., 04\/08\/2024).<\/li>\n
            • Status<\/strong>: Note status, e.g., “Cancelled.”<\/li>\n
            • Company Information<\/strong>: Name and billing address.<\/li>\n
            • Reference<\/strong>: Transaction source and description.<\/li>\n
            • Allocation Details<\/strong>: Breakdown of allocated amounts, including:\n
                \n
              • Allocation ID<\/strong>, Date<\/strong>, Trans Type<\/strong>, Doc No<\/strong>, Description<\/strong>, Amount<\/strong>, and Allocated<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n

                Actions in Detail View:<\/strong><\/h2>\n
                  \n
                • Close<\/strong>: Returns to the credit note list.<\/li>\n
                • Print<\/strong>: Prints the credit note details (ensure your printer is connected).<\/li>\n<\/ul>\n
                  \n

                  Debit Note<\/h1>\n

                  Access Debit Notes<\/strong>:<\/h2>\n
                    \n
                  1. Go to Accounting > Debit Note<\/strong> to view or create debit notes.<\/li>\n<\/ol>\n

                    Search for Debit Notes<\/strong>:<\/h2>\n
                      \n
                    • Use the Search bar<\/strong> at the top. Enter keywords like DOC Number, Company, or Description<\/strong>.<\/li>\n
                    • Click the search button or press Enter<\/strong> to see results.<\/li>\n
                    • If no search is performed, the message “Please Click Search To Find The Data”<\/strong> will appear.<\/li>\n<\/ul>\n

                      Create a New Debit Note<\/strong>:<\/h2>\n
                        \n
                      • Click the purple + Add<\/strong> button in the top-right corner.<\/li>\n
                      • Fill in the blank row in the table with the required information.<\/li>\n
                      • Click the purple Save<\/strong> button in the bottom-left to save.<\/li>\n
                      • Click Close<\/strong> to exit without saving.<\/li>\n<\/ul>\n

                        Table Information<\/strong>:
                        \nThe table displays details of each debit note:<\/p>\n

                          \n
                        • DATE<\/strong>: Select the date using the calendar icon.<\/li>\n
                        • DOC<\/strong>: Enter the document number.<\/li>\n
                        • COMPANY<\/strong>: Enter the associated company name.<\/li>\n
                        • AMOUNT<\/strong>: Specify the debit amount.<\/li>\n
                        • OUTSTANDING<\/strong>: Enter the unpaid amount (if applicable).<\/li>\n
                        • SOURCE<\/strong>: Provide the transaction source or reference code.<\/li>\n
                        • DESCRIPTION<\/strong>: Add any relevant notes or transaction details.<\/li>\n
                        • PROCESSED<\/strong>: Automatically updated based on actions taken.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

                          Credit Note Accessing Credit Note: Navigate to Accounting > Credit Note in the Anyaman System menu. The Credit Note page displays a list of issued credit notes and their statuses. Search Credit Notes: Use the Search bar at the top to find specific credit notes by entering keywords like DOC Number, Company, or Description. Press […]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"doc_category":[32],"doc_tag":[],"class_list":["post-1472","docs","type-docs","status-publish","hentry","doc_category-front-office"],"acf":[],"aioseo_notices":[],"year_month":"2026-04","word_count":444,"total_views":"141","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Jean Larabesi","author_nicename":"superadmin-anyaman","author_url":"https:\/\/anyaman.id\/id\/author\/superadmin-anyaman\/"},"doc_category_info":[{"term_name":"Front Office","term_url":"https:\/\/anyaman.id\/id\/docs-category\/front-office\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/anyaman.id\/id\/wp-json\/wp\/v2\/docs\/1472","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/anyaman.id\/id\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/anyaman.id\/id\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/anyaman.id\/id\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/anyaman.id\/id\/wp-json\/wp\/v2\/comments?post=1472"}],"version-history":[{"count":2,"href":"https:\/\/anyaman.id\/id\/wp-json\/wp\/v2\/docs\/1472\/revisions"}],"predecessor-version":[{"id":1474,"href":"https:\/\/anyaman.id\/id\/wp-json\/wp\/v2\/docs\/1472\/revisions\/1474"}],"wp:attachment":[{"href":"https:\/\/anyaman.id\/id\/wp-json\/wp\/v2\/media?parent=1472"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/anyaman.id\/id\/wp-json\/wp\/v2\/doc_category?post=1472"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/anyaman.id\/id\/wp-json\/wp\/v2\/doc_tag?post=1472"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}