A service credit memo document is typically used when a customer returns an item, but it can also be used to give a customer some compensation or to correct an erroneous invoice.
To create a 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 who received the service.
On the Invoicing FastTab, you can see the information that was 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.
On the General FastTab, in the Posting Date and Document Date fields, enter a date. These fields are filled in with the system work date automatically. If this date is not suitable, you can change it.
On the credit memo lines, enter information about the items that have been returned or removed, or the compensation that will be given to the customer.
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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. |