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

1. Navigate to the Administration - Data screen, then the Credit Memos view.

2. In the Account form, query for the appropriate account record.

   Credit memos that are associated with the account appear in the Credit Memos list.

3. 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.

Field	Comments
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.
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.