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If you modify the salesperson and AutoAccounting depends on salesperson, Receivables displays a decision window that asks if you want to rerun AutoAccounting to recalculate your receivable and freight accounts. If you choose Yes, Receivables reruns AutoAccounting and makes the appropriate changes to your accounts. If you choose No, Receivables saves the changes to the sales credit information, but does not rerun AutoAccounting. If there has been activity against this transaction or it has been posted to your general ledger, Receivables does not ask if you want to recalculate the accounts.

Warning: You cannot use the Credit Transactions window to update any tax related fields for on-account credits that have been passed to Receivables from AutoInvoice with tax automatically calculated based on non-ad hoc tax codes. You can identify these transaction by their tax code and transaction source.

Prerequisites

   Enter credit memos

   Create On-Account Credits

   To update a credit memo:

1. Navigate to the Credit Transactions or the Transactions window.

2. Query the credit memo to update.

3. Update the on-account credit information as necessary.

4. Save your work.

   To update an on-account credit:

1. Navigate to the Transactions Summary or the Transactions window.

2. Query the on-account credit to update.

3. If you are in the Transactions Summary window, select the on-account credit, then choose Open.

4. Update the on-account credit information as necessary.

5. Save your work.

See Also

Credit Memos