Go to FINANCE (Menu) > Customer Credit Memo (Sub-menu)
Blank Customer Credit Memo page with some default values will be displayed in MAIN tab.
On Customer Credit Memo page, search for a customer by clicking the magnifying glass next to Customer input field and search by Customer Name. You may enter any value to filter the search or just leave it blank to search all. Then click the search button on the right side. This action will prompt the system to initiate the search process.
After clicking the search button, all results are displayed below the Customer ID search criteria. Select from search results.
The customer search page will be automatically closed, and the selected Customer is loaded in the Customer Credit Memo page. Also notice that some information (e.g. Currency and Exchange Rate) will be inherited from the customer into the customer credit memo.
Scroll down to the item table grid. Click on the magnifying glass next to Product input field and any search criteria or just leave it blank to search all. Then click the search button on the right side. This action will prompt the system to initiate the search process.
After clicking the search button, all results are displayed below. Select from search results.
The sales product search page will be automatically closed, and the selected product is loaded in the Customer Credit Memo page.
User must enter Sales Quantity value.
Search for a sales UOM by clicking the magnifying glass next to Sales UOM input field. You may enter any value to filter the search or just leave it blank to search all. Then click the search button on the right side. This action will prompt the system to initiate the search process.
If the product has only one sales uom, this is automatically filled in by clicking the magnifying glass or by pressing the “enter” key in the field.
User must select from the pre-defined field.
User can only provide Unit Price value if the selected Price Level is Custom Price otherwise the field is grayed and non-editable.
User may provide Discount per product if needed otherwise leave it to default value. If a discount value is provided the discount amount is automatically populated in the next field.
User may provide Tax Amount per product if needed otherwise leave it to default value. If a tax percentage value is provided the tax amount is automatically populated in the next field.
User may provide other optional fields. Once done, click on Save to create new Customer Credit Memo in draft status.
