Siebel Consumer Sector Guide > Deductions > Administrator Procedures >

Creating Credit Memos

Administrators can add or modify credit memos, and view the method used to credit buyers, either deduction, check, EFT, or cash.

To add or modify credit memos from the Credit Memo Administration view

  1. Navigate to View > Site Map > Data Administration > Credit Memos.

    2. The Account Credit Memo Administration view appears.

  2. In the Account form, query for the appropriate account using standard procedures.

    3. Credit memos associated with the selected account appear in the Credit Memos list.

  3. In the Credit Memos list, select a record to edit, or add a new record and fill in the required fields.

Some of the fields in the Credit Memos list are described in Table 36.

Table 36. Some Fields in the Credit Memos List
Field
Comments
Credit ID
A system-generated number identifying the credit memo.
Type
Type of credit memo. May include:
  • Invoicing. Errors made on the invoice
  • Unsaleable. Goods arrived expired or spoiled
  • Returns. Goods returned for any reason other than unsaleable
  • Transportation. Late delivery
LOV Type: CREDIT_MEMO_TYPE
Invoice Id
A unique number used to reference the invoice record. The picklist in this field can be used to associate preexisting invoices to the credit memo.
Amount
The amount of the credit memo.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003