You can use a contract service credit memo when a customer cancels a prepaid service contract or removes a service item from a prepaid contract. You can also use it to correct an erroneous service invoice.
To create a contract service credit memo
In the Search box, enter Service Credit Memos, and then choose the related link.
Create a new service credit memo.
Fill in the No. field.
In the Customer No. field, enter the number of the customer in the service contract.
On the Invoicing FastTab, you can see information copied from the Customer card. If you want to post the credit memo to a different customer than the one specified on the General FastTab, enter the number of that customer in the Bill-to Customer No. field.
Note You can compare the credit memo to the original posted document in the Posted Service Invoices window. In the Search box, enter Posted Service Invoices, and then choose the related link. On the General FastTab, in the Posting Date and Document Date fields, enter a date.
On the credit memo lines, enter information about the items that have been returned or removed, or the allowance that will be sent. You can also choose to use the Get Prepaid Contract Entries batch job.
To automatically create a credit memo when contract lines are removed from a service contract, in the Service Contract window, on the Invoice Details FastTab, select the Automatic Credit Memos check box.
To manually create a credit memo when contract lines are removed from a service contract, in the Service Contract window, on the Actions tab, in the Functions group, choose Credit Memo.
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |