Credit Memos

When you enter credit memos, you are creating a reversal for an existing sales order. This action creates a negative amount for the sales order.

When you create a credit memo, the system displays order history information from the S.O. Detail Ledger File table (F42199) from which you can select entire orders or order detail lines. You can create credit memos from order or order detail line combinations. As you select an order or order detail line, the system pulls the information from the Sales Ledger Inquiry program (P42025) to the Return Material Authorization Revisions program (P400511). When you close the P42025 program, you can review the credit information.

To credit an amount, you must ensure that the line type indicates a credit transaction.

When you create a credit memo, the system accesses S.O Detail Ledger File table (F42199) for order history information.

Note: When you clear a credit memo, the system clears the credit each time that you select Clear Credit Memo from the Form menu.

To delete the credit information after you have created a credit memo, you cancel the detail lines on the Returned Materials Authorization Revisions form.

The system receives credit lines one at a time.

If you have incorrectly selected a line or order to create a credit memo, but you have not yet created a credit order, you can clear the credit information.