Siebel Consumer Goods Guide > Deductions and Claims >
Creating Credit Memos
Administrators can add or modify credit memos. NOTE: You can also create credit memos as part of the deduction resolution process. For more information, see Resolving HQ Deductions.
This task is a step in Process of Managing Account Promotion Deductions. To add or modify a credit memo from the Credit Memo Administration view
- Navigate to the Administration - Data screen, then the Credit Memos view.
- In the Account form, query for the appropriate account record.
Credit memos that are associated with the 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.
The following table describes some fields.
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Credit ID |
The automatically generated identification number of the credit memo. |
Type |
Type of credit memo. Values include:
- Invoicing. The invoice includes errors.
- Unsaleable. The goods arrived expired or spoiled.
- Returns. The goods were returned for any reason other than unsaleable.
- Transportation. The goods were delivered late.
- Unknown. Credit memos that are not part of the Invoicing, Unsaleable, Returns, or Transportation categories.
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Invoice ID |
A unique number that references the invoice record. You can use the drop-down list in this field to associate existing invoices to the credit memo. |
Amount |
The amount of the credit memo. |
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