Subsequent Debit/Credit 


When an additional invoice or credit memo is received for a transaction that has already been invoiced, this is known as a subsequent debit/credit.


When you post an invoice or a credit memo as a subsequent debit/credit, please note the following:

The system records every subsequent debit/credit in the purchase order history.

By posting a subsequent debit/credit, the system updates the ordering transaction on a value basis but not on a quantity basis. The quantity invoiced therefore does not change, but the total value invoiced does.

The maximum quantity you can subsequently debit or credit is the quantity that has already been invoiced. It is not possible to post a subsequent debit before an invoice. The system does not check the quantity delivered. A subsequent debit/credit cannot be blocked due to quantity variance.

If you are entering invoices or credit memos containing both standard items and subsequent debits/credits, you can do one of two things:

- If the invoice consists mainly of subsequent debit items, select the subsequent debit field on the initial screen and delete it in the item list for those items that are not subsequent debits.

- If the invoice consists mainly of items that are not subsequent debits, select the items that are to be subsequently debited at item list level.

If you have the system carry out a price check for a subsequent debit, it compares the value invoiced to date plus the value of the subsequent debit with the expected value based on the purchase order. The system takes tolerance limits into account when carrying out the price check. If a price variance exceeds one of the upper tolerance limits, the subsequent debit is blocked for payment.

See also:

Posting Subsequent Debit/Credits

Examples: Subsequent Debits/Credits