Changing Credit Memos

1. At the Customer field, enter a six-character customer code for the credit memo.

If you are uncertain of the customer code, see Navigating Net Yield - Selecting a Customer Code.

2. After selecting the appropriate customer, the customer's balance displays in the Account Balance field. A Select An Option window appears with the following options:

• EXIT – Select EXIT to exit and return to the Customer field.
• ADD – Select ADD to add a new credit memo for this customer.
• A list of credit memos previously entered in the system.

Scroll to the credit memo that needs to be changed and press Enter to confirm your selection.

Note: If the credit memo is from a prior year the message "Warning: Prior Year Memo !!! Space Bar to Continue" will appear.

Note: You may only make changes to credit memos issued within the current year.

3. Command options will appear:

• Change – Select Change to make changes to the credit memo.
• Delete – Select Delete to delete the credit memo.
• Print – Select Print to print the credit memo.
• Exit – Select Exit to exit and return to the Customer field.

Select Change. You may now make edits to the Credit Amount, Description, or Account Number fields. (If commissions are set to yes in Ledger Options you may also make changes to the Sales Rep and Broker fields.) Use the arrow keys to navigate between fields and press Enter when finished.

Note: The Customer, Date Received, and Reference Number fields may not be changed. If this information is incorrect, you will need to delete the credit memo and re-enter it into the system.

Note: You cannot change a credit memo if the credit memo is already applied to an invoice or other receivable adjustment.

4. Command options will appear:

• Update – Select Update to save your changes.
• Exit – Select Exit to exit and return to the Customer field.

Select Update. Your changes have now been saved.

Important: Your changes will not be saved unless you select Update.

For more information about the Credit Memo option see Credit Memos.

Security Required : Receivables - Receivable Adjustments