A Credit or Debit Memo is used to create an Invoice for a specific Customer when an Order is not used to create an Invoice.
Pre-Requisites
Step-by-step guide
Access the Logistics module.
Click Adjustment Entry.
Click New in the ribbon bar.
Locate a Customer using the Customer Search form.
Click OK.
Optional: Specify any header information such as PO #, Invoice Date, or Comments.
At the bottom of the grid lines, click the plus sign + to add a new line to the grid.
Specify a Misc. Charge.
Optional: Specify an Inventory Type and Item # that the Credit / Debit Memo line is for.
Optional: Specify a Quantity.
Optional: Specify a Unit Charge.
Specify an Amount.
Optional: Specify any other line item options such as Reason Code or Comments.
Repeat step #7 to #13 to add additional lines to the Credit / Debit Memo.
Click Save in the ribbon bar.
| Info |
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When saving, if all required fields have been completed, the Invoice # field will be populated with Division Code - Invoice #. If not, please check the screen and different tabs for incomplete fields. |
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