TIP: For detailed information about entering serial/lot items refer to the Entering serial/lot items topic.
Use these fields to specify a credit memo line item.
This window contains all the possible fields for Credit Memo Entry items processing. Depending on the confirmation method you choose, you can specify different information on this screen. Refer to the Choosing a confirmation method topic for details.
1. Item number
Specify an item number manually or press F2 to select one from the Item Search.
If you specify a temporary item or a catalog item, the system displays additional field fields. Refer to the Temporary and Catalog Item Entry topic for field details.
If you specify a standard part number, the system uses the unit of measure (UM) from the Standard Part Number record as the default selling UM instead of the default selling UM in the Item F/M record. If you select not to use the standard part number UM or the standard part number UM is blank or not a valid selling UM for the item, then the system uses the standard default UM for the item.
TIP: For detailed information about entering serial/lot items refer to the Entering serial/lot items topic.
Specify M to specify a memo line.
Choose the Options menu to access Catalog Item Search, Customer Item Search, Past Sales Search, and several other searches.
Choose the View menu to access Item Interchanges.
When you specify an item number, the system displays the Gross Margin for the item in the GM% field. If you modify the pricing and unit cost for the item, the system updates this value.
2. Exceptional Sale
Check the Exceptional Sales check box to indicate that this line item should not be included usage for replenishment calculations.
3. Usage Date
For line items that should have their usage included in replenishment calculations, specify the date to use or press F1 to specify the system date.
4. Credit Usage Warehouse
Specify the warehouse to use to credit the usage for the item on the credit memo.
5. Whs
The system displays the warehouse selected on the sales order. You can modify this value, or press F2 to search other warehouses to display the Search Warehouses window containing warehouses that have the item, along with the available, on hand, committed, on order, back-ordered and surplus quantities for the unit of measure selected.
6. Quantity
Shows the quantity of the item the customer is returning. Edit the quantity, if necessary. Press F2 to change the unit of measure. This can be used if, for example, the default UM is each but the customer wants to order a box.
Positive and Negative Quantities in Credit Memo Entry: When you add a new line item in Credit Memo Entry, the quantity value always defaults to a negative number, unless you specifically specify a plus (+) sign in the Quantity field. When you are modifying a credit memo line item, the quantity value retains the same sign (+ or -) that it was entered with, unless you specifically change it.
7. RC
Specify the returns code. Press F2 to find a code. Returns codes can be created and maintained in the Returns Code F/M, located on the SO Infrequent File Maintenances menu. Returns codes can be one of two types: returns or allowance. Use a return type code if the customer is returning merchandise that can be put back into inventory. Use an allowance type code if you are refunding the customer for merchandise that cannot be returned to inventory, for instance broken or defective product.
8. Type
The type appears on screen once you select a code.
9. Price
Specify a price. You can press F3 to select one from the Price Search window.
Press F2 to change the unit of measure on the price selection.
A letter appears after the pricing UM to indicate which pricing option you selected.
If the Price Options window is open specify once of the following in the Price field to import the corresponding price:
S-Standard, C-Contract, D-Default, T-List, L-Last, L#-Price level, Q#-Quantity break, U-user override – you keyed in a price.
To access the Price Options window, select View and make sure a check appears next to Price Options.
10. Unit Cost
The unit cost for the item display as the default. You can modify this value.
11. Press F3 (End Entries) to complete an entry in the line-item portion of the Order Entry program.
The line number is incremented by one, displayed, and the program returns to the item field for the next line-item entry.
You have the following options:
Payments -To access to the Deposit/Payment Entry window. Refer to the Deposit/Payment Entry topic for details.
Header-To access the Credit Memo header detailscreen, which is used to view and/or modify warehouse, shipping information, request and order dates, and salesperson, freight, terms and ship via codes.
Highlight a line item and click Line Detail to access the Credit Memo line detailscreen, which is used to view and/or modify item descriptions, quantity and shipping information, costing, and PO information.
You can:
access Note Entry (SME710) for the customer, item, quote header or line record specified in the program.
Edit - to make changes for the highlighted line item.
Add a line.
Delete the highlighted line.
Insert a line item above the highlighted item in the browser.
Save your changes.
See Also
Specify a new credit memo (process overview)
Delete an existing credit memo
Add line items (includes line-item entry fields)
Find line items in the browser
Designate a line item for direct ship
Creating BOM items (kitting, on-the-fly)
Using the Job Cost Entry window