Use this program to enter customer credit memos, into the sales orders processing cycle edit and delete existing credit memos and refund Counter Sales.
To access this program: Select Sales Orders-->Invoices-->Credit Memo Entry.
To exit this program:
1. Complete any document you have open.
2. Choose Done or select File-->Exit.
Sync Credit Memo Entry with Item, SO Customer, AR Customer and Vendor Inquiries (formerly SO Quick Look).
During processing, the system automatically displays urgent notes for customers and items based on your settings on the Notes tab of SO Entry Options F/M.
You can enter document notes for existing credit memo headers and lines. Credit Memo document and line notes are available to view/edit (according to the user’s security) for all open documents. You also have the option to print the note on the credit memo. When you run the Daily Sales Register, the system copies document notes to the past invoice. Refer to the Viewing/Entering Notes from Sales Order Programs topic for additional details.
The upper portion of the screen is called the header portion where you enter the customer or document for the credit memo.
Refer to the following procedures for more information about Credit Memo Entry header processing:
Enter a new credit memo (process overview)
Delete an existing credit memo
The lower portion is called the line item portion where you confirm items, quantity and pricing information for the credit memo. The program automatically switches to confirmation mode once you complete the header.
Refer to the following procedures for more information about Credit Memo Entry item processing:
Add line items (includes line-item entry fields)
Find line items in the browser
Designate a line item for direct ship
The ending routine consists of final fields prior to completing the credit memo or changes to the credit memo. The ending routine is not accessible if you have not confirmed line items for the order. Refer to the Credit Memo Entry Footer Information topic for field/field descriptions.
Quoted Freight: In Order Entry, Confirmation Entry and Direct Invoice Entry, Credit Memo Entry and Counter Sales Entry FACTS provides an option to use quoted freight, based on control settings in AR Customer Maintenance and SO Static Control F/M (SOF980).
Refer to the following procedures for more information about Credit Memo Entry footer processing:
Add freight and handling
Creating BOM items (kitting, on-the-fly)
Using the Job Cost Entry window