Approving Customer Credit Memo

If a customer credit memo has the status of Pending approval, it must be approved by someone with authorization.

There are 2 ways to approve Customer Credit Memo:

  1. Using Customer Credit Memo for Open and Unapplied Report

  2. Using Customer Credit Memo Transaction ID

To approve Customer Credit Memo using Customer Credit Memo for Open and Unapplied Report:

  1. Go to SEARCHES & REPORTS Menu > Finance (Sidebar Menu) > Customer Credit Memo > Open or Unapplied Customer Credit Memos

    Sales Order for Approval Submenu

  2. Enter the desired date on the As of field

    As of field

  3. User may also filter the search by Customer

    As of field

  4. Click the search button with blue icon located at the right side prior to generate excel button.

    Search button

  5. All open and unapplied customer credit memo transactions prior to and including the date specified on the As of field will be displayed.

    Search button

  6. Click on Current Status column to sort the records by status and look for all Pending Approval.

    Search button

  7. User can easily navigate to the transaction by hovering the cursor on the Customer Credit Memo Link, right-clicking the mouse, and selecting, “open link in new tab”.

    Sales Order link

  8. Selected transaction will be opened in new tab. Buttons are located at the upper left corner of the transaction. Authorized user can approve, reject, or void the transaction.

    Sales Order menu bar

  9. After the user clicks the selected button, status update reason dialog window will appear, allowing the user to provide an explanation for rejecting and voiding the transaction. Following the explanation, the user must click the “Save” button. Furthermore, this is optional if the user approves the transaction.

    Status update reason dialog

  10. Status of the customer credit memo is changed based on the selected button of the approver.

The other way to approve the Customer Credit Memo is by using the Transaction ID (Customer Credit Memo ID):

  1. Go to FINANCE Menu -> Customer Credit Memo (Sidebar Menu) -> Search for a transaction. For any information, Click Searching & reading an existing customer credit memo record.

  2. After searching for the transaction, click the “Approve” Button