Deleting a Credit Memo

1. At the Customer field, enter the 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 deleted 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. You cannot delete credit memos from prior years.

Note: You cannot delete a credit memo from a prior period if the Prevent Prior Period CM/DM is set to Yes in Ledger Options.

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 Delete. The credit memo is now deleted.

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

Security Required : Receivables - Receivable Adjustments