Register head for matching credit actually received from a supplier or principal against the claims that were submitted, holding the credit-note amount, the reconciled amount and the period date. Payment and Adjustment both carry a ClaimReconciliationId pointing back at it. Be aware when advising on it: no first-party service creates, updates or reads these rows — the automated reconcile paths on Claim and ClaimBatch write inventory adjustments, sale invoices and the IsReconciled flags directly and never touch this entity, so in practice it is a manually maintained register.
Fields
| Field | Label | Type | Required | What it does |
|---|
BranchId | Branch | Lookup → Branch | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
CreditNoteAmount | Credit Note Amount | Currency | | The credit actually received from the supplier for this reconciliation period, to be set against the claimed value. No code writes or reads it — it is a manually maintained figure. |
DocumentDate | Document Date | Date | | |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | |
ReconciledAmount | Reconciled Amount | Currency | | How much of the received credit has been matched against claims; the gap against CreditNoteAmount is the unmatched residue. Like the rest of this entity it has no automated writer, so it will not update itself when claims settle. |
RecordTypeId | Record Type | Guid, hidden | | |
Status | Status | PickList | | |
SupplierAccountId | Supplier | Lookup → Account | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditEntity | Edit | Edit | EditEntity |
EditInLine | Edit | Edit | Edit in page. |
EditListHeader | Edit | EditInline | Edit |
New | New | New | New |
Validations
| Validation | Applies to | Error message | Notes |
|---|
| XM_CreditNoteAmountValidationRule | CreditNoteAmount, Error | Credit Note Amount cannot be Negative | Credit Note Amount cannot be Negative |
| XM_ReconciledAmountValidationRule | ReconciledAmount, Error | Reconciled Amount cannot be Negative | Reconciled Amount cannot be Negative |
