Create On-account Credit Memo for Bill Lines not Invoiced from Receivables

You can now create credit memos for bill lines which were billed in another application and imported into Subscription Management. The credit memo will be created as on on-account credit memo. A new subscription profile attribute "On-account Credit Memo for bill lines not invoiced from Receivables" when checked ensures that the credit memo created will be on-account credit memo. At the time of creating a credit memo, the source of the bill line is verified. If it is not Fusion Receivables, then an on-account credit memo is created. If it is Fusion Receivables, then based on the subscription profile attribute "Credit Memo Option", the credit memo is created

If the attribute "On-account Credit Memo for bill lines not invoiced from Receivables" is not checked, then on-invoice credit memo will be created. However, if Credit Memo Option is set to "On-Account", then irrespective of the value of the attribute "On-account Credit Memo for bill lines not invoiced from Receivables" , on-account credit memo is always created.

If the "Credit Memo Type" is marked as negative invoice line, then a negative invoice line will be created irrespective of the source of the bill line.

  1. Credit memo can be created for bill line imported from a legacy application.

Steps to Enable

You don't need to do anything to enable this feature.