Entering Credit Orders for Configured Items

Access the Customer Service Inquiry form.

To enter a credit order for a configured item:

1. Click the Add button.

2. Select Credit Memo from the Form menu on the Sales Order Detail Revisions form.

3. Enter the sales order number from which to create the credit order and click Find on the Work With Sales Ledger Inquiry form.

4. Highlight the line containing the parent configured item.

   Note: This line must be created at the point of ship confirm. It has the proper lot number, which will ensure the proper configuration identifier and price.

5. Select Credit Memo and then Select Line from the Row menu.

   Important: Select this option only once. You do not access any other form; the screen blinks but no other change occurs.

6. Click Close on the Work With Sales Ledger Inquiry form.

7. Click OK on the Sales Order Detail Revisions form to create the credit order.