How do I create a credit memo using free text?

1. Navigate to the Transactions window
   
2. The ‘Source’ is defaulted in based on your username
   
3. Select ‘Credit Memo’ from the list in the ‘Class’ field
   
4. Select the suitable transaction type from the LOV – ensure it has an * in the name and it is the correct one for your area
   
5. Type in the customer name or number in the ‘Bill To’ section
6. Click on the ‘More’ tab and type in the purchase order number
   
7. Click into the ‘Special instructions’ field and choose a pre-defined instruction or type in your own
   
8. Click on the ‘Reference Information’ tab and select the suitable reason in the ‘Reason’ field
   
9. Click the ‘Line items’ button

10. Type in the description in the ‘Description’ field
    
11. In the ‘Quantity’ field, type in the quantity to credit – preceded by a negative (-)
    
    
    
12. In the ‘Unit Price’ field, type in the price of the goods/service to be credited
    
    
    
13. In the ‘Tax Code’ field, select the suitable tax code
    
14. Click the ‘Distribution’ button
    
15. Choose the correct Activity and IE codes from the LOV
    
    
    WARNING: Remember to use the same GL codes and IE codes as originally applied on the account

16. Click OK
    
17. Close the Distributions window
    
18. Close the Lines screen
    
19. Make a note of the credit memo number
    
20. Inform your authoriser of the number and make sure they authorise (complete) it