Accounts Receivable Electronic DTE Credit Notes - Chile

Accounts Receivable Electronic DTE Credit Notes - Chile

Enter Administration → Accounts Receivable → Register and Issue of Sales Invoice
In Search Registered and/or Issued Receivables Documents look for the DTE Customer on which the Credit Note will be issued.



In the REGISTER and ISSUE of Receivable Document window Active Electronic Invoicing enter the corresponding information in these fields:

Field
Description
Industry
Select the draft assigned to the DTE to which the credit note will be assigned.
Document TypeChoose from the documents.
1. Electronic Credit Note
2. Electronic Export Credit Note

Type of CFDI Use
Define Credit Note Type:
  1. Cancel: Cancel the selected DTE.
  2. Correct Text: Correct the Business Line, Address, Company Name and/or Notes.
  3. Correct Amount: Correct the amount to the selected DTE.
Detail
Press Manual

Press the Add button.


In the Reference Document field select the DTE to be cancelled, correct text or amount.


Click on the Save button. The information of the selected document will be displayed.

Annul

To cancel a DTE, select in the field Ref Use Type = Cancels.
Click on the Generate DTE button to issue the Credit Note.


Correct Text

When it is required to modify information of Business, Address, Company Name and Notes select in the field Ref Use Type = Correct Text.
The information of Business Line, Address and Company Name must be corrected before in the Customer Catalog and Notes application in the Observations field.
Click on the Reference Text button, the Reference Text Type section will be displayed, click on the button of the type of reference to be modified.



By the time you register this screen, the problem information should be corrected. 
In the Where It Says field write what went wrong in the original DTE that is being replaced.
In the Must Say field, the information already in the Customer Catalog application or Notes field is shown as corrected.
Click on the Update button, to return to the initial window click on the Back button.
Click on the Generate DTE button to issue the Credit Note.

Correct Amount

To generate the decrease in the balance of the DTE, select in the field Ref Use Type = Correct amount.
In the Document Detail section, click on the Edit icon of the item and make the modifications in the corresponding fields in the Document Item section.
To save the changes press the Save button.
In case the items should not affect the amount of the credit note, select them and press the Delete button.



Only the items of the credit note amount should remain.
Pressing the Generate DTE button will generate the Credit Note.