Credit Note

Credit Note Workflow

Credit note is generated by DL Freight eCommerce platform to notify Retailer and the Carrier regarding any overcharged, mismatched, not a Retailer shipment charge etc. in the invoice. The carrier gets an email stating for a particular shipment a credit note has been generated.

1. Login to the DL Freight eCommerce participant account.
2. Click on the Business Workflows at the left Navigation Panel.

Business Workflow – Credit Note

3. Select the required Workflow Instance from the Instance Listing page.

Instance Listing page – Carrier Credit Note

4. Click on View Details icon on the right side of the screen to view the credit note details.

Instance Listing page – View details

5. Next, Instance Details page appears, view the credit note status under the credit note section:

• Not ready for payment (when credit note has been prepared).

• Invoice Initiated (credit note has been approved by carrier).

• Invoice Posted (credit note has been sent to Retailer SAP system but response has not been received yet).

• Invoice Posting in SAP (credit note has been approved by Retailer SAP system).

• Payment Failure (credit note has been rejected by Retailer SAP system).

• Payment Settled (credit note has been settled with Carrier).

Instance Listing page – Credit note status

a. If accepted, then the credit note moves to the Retailer SAP system for the adjustments in future payment to the carrier.

b. If Dispute raised, then the credit note goes to the Retailer Auditor for the validation, and after mutual agreement with the carrier, the auditor sends the credit note back to the carrier. Now carrier views the adjusted amount in the credit note and sends to the Retailer SAP system.

Dispute credit note

1. To raise a dispute for the credit note, click on the Dispute at the top right corner of the screen.

Instance Details page – Dispute

2. A dispute sidebar appears, fill in the relevant details in the Dispute sidebar.

   1. Enter the comment in the Dispute details box.

3. Click on Raise at the bottom right corner of the screen to raise a dispute.

Dispute Sidebar – Raise dispute

4. View the disputed credit note marked in Red colour vertical bar with the reference code mentioned in email, and a supporting word (dispute raised) in the Delivery status column.

Instance Listing page – Raised dispute

5. View an Instance without a dispute as no Red colour vertical bar or text in the Delivery status column.

Instance Listing page – No dispute raised