Credit Memo Entry Menu options

 

File

 

New document number

Use this option to manually assign a document number.

Open Existing Doc

Enables you to open and edit an existing document.

Delete Document

Allows you to delete a document with items on it.

 

Edit

 

Add line

Enables you to add a line item to the order

Insert line

Enables you to insert a line item above the one selected in the item browser.

Delete line

Deletes a line item from the order.

Find line item

Enables you to search for a line item entered on the order by item number.

 

View

 

Shipping Warehouses

Displays the number of line items for each shipping warehouse and direct ship and the ship via code. Allows you to change the ship via code for each shipping warehouse.

Enables you to change the ship via for a shipping warehouse once lines have been entered for a warehouse.

The Shipping Warehouses window displays the warehouse number, its description, the number of line items designated to ship from that warehouse and either a direct ship or the ship via code assigned for that warehouse.

Class Totals

Displays all item classes on the document and the number of line items in each class and class. This view also breaks down the document total by class.

Document Totals

Displays totals for weight, units, cost, merchandise, sales tax and miscellaneous sales.

Item Interchanges

Allows you to look up alternate references listed for each item number.

Aging

Displays the customer's credit limit, balance, current amount due, amounts overdue (if any) and any aging information.

Past Sales

Displays the customer's purchase history for a selected item. The history includes the purchase date, invoice number, the quantities purchased and in which units, the price per unit and the pricing unit of measure.

Quotes

Displays quotes on file for a selected item and shipping warehouse. In addition to the quote number, this view shows which customer the quote is for, when the quote was entered and when it expires, as well as item quantities, prices and extended prices.

Committed

Displays committed quantities for a selected item. Choose to view sales orders, warehouse transfers, manufacturing tickets and equipment rental contracts (for Service & Repair users).

On Order

Displays any purchase orders, and for BOM items, any manufacturing tickets on file for the selected item. Enables you to view the quantities on order for this item.

Customer Notes

Displays any notes entered in AR Customer Inquiry or Notes Entry SME710 for the selected customer. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.

image\pinpurpl_shg.gif You cannot access the Customer Notes feature (View-->Customer Notes) while you are working in the line-item portion of the screen. When you finish with line items, place the cursor in the header portion of the screen and then select View-->Customer Notes.

Document Notes

Displays any notes entered in IC Item Inquiry or Notes Entry SME710 for the selected document. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.

Line Notes

Displays any notes entered in IC Item Inquiry or Notes Entry SME710 for the selected document line. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.

Item Notes

Displays any notes entered in IC Item Inquiry or Notes Entry SME710 for the selected item. Refer to the Viewing/Entering Notes from Sales Order Programs topic for details.

Price Options

Toggle this window on or off as needed.

The window appears while you are adding or editing a line item in the line item entry section of the main Credit Memo Entry screen. It displays all the available pricing options for this item, including any contract pricing, list prices, quantity breaks, level pricing etc. while you are in the price field.

Warehouse
Quantities

Toggle this window on or off as needed.

The window appears while you are adding or editing a line item in the line item entry section of the main Credit Memo Entry screen. It displays the available, on hand, committed, on order and backordered quantities for the item you are entering.