Accounts Receivable                                                   Credit Requests

Credit Requests for a Customer Invoice (continued)

5.  Credit Request Sign-Offs - On the Sign-Off tab of the Credit Request, the User will click the Sign Off 1 button on the Credit Request then the Save button located at the lower right of the form to complete the Credit Request.    If the User creating the Credit Request has the appropriate permissions to generate credit memos and that User’s credit memo limit is equal to at least the total amount of the Credit Request, clicking the Save button will prompt the User with a message asking if they are ready to create the Credit Memo.  If the User’s credit memo limit is less than the requested amount, the Credit Request will remain in the Credit Request List until a User with the appropriate credit memo limit opens the Credit Request and clicks the Save button to create the Credit Memo.

6.  Generating the Credit Memo - The Credit Request will be displayed in the Credit Request List if the credit memo was not generated by the User in Step 5.  If this is true, the User assigned to the Credit Request will be responsible for monitoring the list and moving the Credit Request on through the sign-off process.  Once all sign-offs have been completed (according to your company policies), the Credit Memo may be created and posted to the customer’s account. 

The User who will generate the credit memo will open the Credit Request and click the Save button located at the lower right of the Credit Request form.  A message is displayed asking the User if they are ready to create the credit; click the Yes button to accept.  Once the Yes button is selected, the application creates and posts the Credit Memo which is now available on the Customer Explorer record to apply to an invoice.

ss4125-1                                                                                                              FRM 4055

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