Re: [ubl-dev] Invoices, Credit notes, charges, allowances, oh my!

["Roberto Cisternino" <roberto@javest.com>]

Hi Ken,

> Here is a question I've received from a user, apologies in advance
> for my mangling of any terminology.  The wording is mine, so I might mess
> up.
>
> As I understand it, charges on an invoice increase the amount of the
> invoice, and allowances on an invoice decrease the amount of the invoice.
>
> When a credit note is issued against the invoice, are charges on the
> credit note increasing the amount of the credit note (and allowances
> decreasing the amount of the credit note), or because it is a credit
> note should the use of the two concepts be reversed?

absolutely not, Allowance/Charge are a stable meaning

>
> The issue is that cac:AllowanceCharge is context free, and the
> definitions are not biasing one way or the other:
>
>    "An association to Allowances and Charges that apply to the Credit Note
>     as a whole."
>    "An association to Allowances and Charges that apply to the Invoice as
>     a whole."
>
> My answer was "it can be either way because a community gets to
> define which way the allowances and charges are expected for any of
> the documents".
>
> Is there a "best practice" for which way to go on credit notes?

I think Allowance / Charges are just used into a classic Invoice.

A Credit Note is precisely referred to Amounts specified into one or more
Invoices (or part of these) that your business previously issued with some
mistakes on amounts or even with no reference to the actual PO received by
your Customer.

The Credit Note is not referred to a precise Allowance / Charge on a given
item but usually is referred to a Line Item total Amount.

The important part is to reference exaclty which part of an Invoice is
corrected by a Credit Note.


>
> Thanks!
>
> . . . . . . . . . Ken
>
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-- 
* JAVEST by Roberto Cisternino
*
* Document Engineering Services Ltd. - Alliance Member
* UBL Italian Localization SubCommittee (ITLSC), co-Chair
* UBL Online Community editorial board member (ubl.xml.org)
* Italian UBL Advisor

  Roberto Cisternino

  mobile: +39 328 2148123
  skype:  roberto.cisternino.ubl-itlsc

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