Credit Memo
A credit memo transaction decreases the amount a customer owes you. This type of transaction can be used to reverse a charge billed to a customer. If a customer receives a credit memo after an invoice has been paid, this memo can be applied to any of the customer's open or future invoices.
For more details about this type of transaction, see Customer Credit Memos.
The credit memo record is defined in the tranCust (customers) XSD.
Supported Operations
The following operations can be used with credit memo records:
add | addList | attach / detach | delete | deleteList | get | getDeleted | getList | getSavedSearch | getSelectValue | initialize / initializeList | search | update | updateList | upsert | upsertList
You can also use the asynchronous equivalents of SOAP web services list operations. For information about asynchronous operations, see SOAP Web Services Asynchronous Operations. For more information about request processing, see Synchronous Versus Asynchronous Request Processing.
Field Definitions
The SOAP Schema Browser includes definitions for all body fields, sublist fields, search filters, and search joins available to this record. For details, see the SOAP Schema Browser’s credit memo reference page.
For information about using the SOAP Schema Browser, see SOAP Schema Browser.
Usage Notes
Initializing Credit Memos
You can initialize a credit memo from a Customer, an Invoice, or a Return Authorization.
To apply a credit memo on an open invoice, the account fields on both the credit memo and the invoice need to have the same value.
The SOAP web services initialize operation emulates the UI workflow by prepopulating fields on transaction line items with values from a related record. For more information about this operation, see initialize / initializeList.
Accessing Serial/Lot or Bin Data for Line Items
As of the 2011.2 endpoint, code to access serial number, lot number, and bin number data varies according to whether the Advanced Bin Management / Numbered Inventory Management feature is enabled.
-
If this feature is enabled, you must use the 2011.2 endpoint or later to access the Inventory Detail subrecord and the most up-to-date bin and numbered inventory fields. You need to update any SOAP web services code from a previous endpoint that accesses these fields, to avoid errors or unexpected results.
-
If this feature is not enabled, you do not need to use the Inventory Detail record to access bin and numbered inventory fields and you do not need to update any related SOAP web services code from prior to 2011.2.
For more details, see Updating SOAP Web Services Code When Advanced Bin / Numbered Inventory Management is Enabled.
For sample C# code creating a credit memo using SOAP web services, see the SuiteAnswers article Create a Credit Memo in Web Services via C#.