Creating a Credit Memo for a Refund Claim

This section covers how to create a credit memo from a return authorization for a warranty claim.

You can add more warranty items to a credit memo, but only one RMA can be linked to it. It's best not to combine warranty items from different RMAs into one credit memo. For more information about creating a credit memo, see Issuing a Customer Credit Memo.

To create a credit memo for a refund claim:

1. On the Return Authorization page, click Refund.

2. On the Credit Memo page, the required fields fill in automatically with details from the RMA.

3. On the Items subtab, verify that the quantity and amount for the warranty item match the values on the RMA.

   Tip:

   Keep all warranty items unchanged on the credit memo. If you replace or remove a warranty item, you won't be able to submit the credit memo.

4. Click Save.

You can see a credit memo on the related RMA and claim record in the Related Records subtab. To apply a credit memo to customer transactions, see Applying a Customer Credit Memo.

Related Topics

• Managing Refund, Repair, and Replacement Claims
• Creating a Sales Order for a Replacement Claim
• Creating a Sales Order for a Repair Claim

General Notices