How do I create a credit memo using standard memo lines?

1. Navigate to the Transactions window

2. The ‘Source’ defaults 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
   
5. Type in the customer number or name 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. Select the suitable description from the LOV in the ‘Description’ field

11. In the ‘Quantity’ field, type in the quantity to credit – preceded by a negative (-)
    
12. The unit price and tax code should be automatically populated
    
13. Click on the ‘Distribution’ button
    
14. Choose the correct Activity and IE codes from the LOV
    
15. Click OK
    
16. Close the Distributions window
    
17. Close the Lines screen
    
18. Make a note of the credit memo number
    
19. Inform your authoriser of the number and make sure they authorise (complete) it