CREDIT NOTE DRAFT · SALES REQUEST · ACCOUNTS / VAT ISSUES FINAL

CREDIT NOTE DRAFT · CN-DRAFT-2026-0007 · SOURCE Q-2026-0398 · CUSTOMER NOORA BIN HAMOODAH

Credit note request goodwill adjustment · Bentley Bentayga 2024 · v2 quotation

Sales-side credit note request. Sales drafts and requests · Accounts / VAT owns final issued credit note + accounting / tax truth. No journal posting from Sales · no settlement adjustment from Sales · no final tax truth claim. If the source includes a final tax invoice, Accounts/VAT issues the formal credit note. This draft is the handoff packet.

Draft · awaiting approval Approval threshold · 2K above auto-tier Audit-logged Accounts/VAT issues final

Source document

Q-2026-0398

Quotation v2 · Accepted · Bentley Bentayga

Adjustment amount

12K

Goodwill · NPS-driven · Sales estimate

VAT estimate (5%)

600

Sales estimate · ACC-04 owns final VAT truth

Approval

Required

Goodwill > 10K · Branch Manager

Accounts handoff

Pending

Final issue by Accounts/VAT

Source & customertraceability · linked source documents

Source document type *

Source reference *

Customer / deal *

Customer type

Vehicle

Original deal value

Reason & line adjustmentstructured reason · per-line breakdown

Reason *

Narrative for customer-facing credit note visible in final issued doc

Adjustment lines · 1 line

GOODWILLGW-LOYALTY

VIP loyalty goodwill · Repeat customer · 3rd purchase from dealership in 4 years · NPS +9

QTY

Adjustment

VAT class

Line subtotal 12,000

Internal note & attachmentsnever customer-facing · audit-anchored

Internal note Branch Manager + Accounts only

TotalsSALES ESTIMATE · DRAFT

Draft

Adjustment sub-total

12,000

VAT estimate · 5%

600

Credit total (excl. VAT)

12,000

Sales estimate only. Final VAT & accounting truth issued by Accounts & VAT module. ACC-04 owns VAT working-paper readiness. Sales does not post journals (ACC-02). Once approved, this draft hands off to Accounts/VAT for formal credit note issue.

Approval readiness2-TIER POLICY

Required

Auto-tier ≤ 10K

Skipped · this draft is 12K

Manager-tier 10K - 50K

Branch Manager · pending

Owner-tier > 50K

Not required

Once approved by Branch Manager · the draft routes to Accounts/VAT for final issue. Customer is notified by Accounts at issue · not by Sales.

Accounts & VAT handoff

After Branch Manager approves, this draft moves to Accounts/VAT module for formal credit note issue. Sales-side preview will mark "Approved for Accounts" · final issuance, journal posting, VAT filing all owned by Accounts. Customer receives the issued credit note from Accounts · not from Sales.

Draft · Branch Manager approval required (goodwill > 10K) · then Accounts/VAT issues final credit note · customer not notified by Sales

Data rules6

Sales drafts and requests · Accounts / VAT issues final credit note
No journal posting from Sales · ACC-02 owns journal truth
No settlement adjustment from Sales owns payment truth
No final VAT truth claim from Sales · ACC-04 owns VAT filing truth
Approval thresholds · 10K manager · 50K owner · audit-logged
Customer notified by Accounts on final issue · not by Sales