Siebel Consumer Goods Guide > Deductions >
Creating Credit Memos
Administrators can add or modify credit memos. This task is a step in Process of Managing Promotions Deductions. To add or modify credit memos from the Credit Memo Administration view
- Navigate to the Administration - Data screen > Credit Memos view.
The Account Credit Memo Administration view appears.
- In the Account form, query for the appropriate account record.
Credit memos associated with the selected account appear in the Credit Memos list.
- In the Credit Memos list, select a record to edit, or create a new record, and complete the necessary fields.
Some fields are described in the following table.
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Credit ID |
A system-generated number identifying the credit memo. |
Type |
Type of credit memo. Can 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.
- Unknown. Invoices which do not fall into the invoicing, Unsaleable, Returns, or Transportation categories.
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Invoice ID |
A unique number used to reference the invoice record. The drop-down list in this field can be used to associate preexisting invoices to the credit memo. |
Amount |
The amount of the credit memo. |
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