Credit Requests Overview P2

Credit Requests Overview & Topics (continued)

If your company does not want to activate the Credit Request functionality, Credit Memos are created manually or created by using the Invoice right-click functions for credits.

A new field was recently added to the Credit Memo form labeled Credit Reason. The Credit Reasons selectable from the Credit Memo form is maintained in a new setup table located within SedonaSetup. This table is a list of reasons that describe why a Credit Memo is being generated. The Credit Reason is automatically set to be a required field when activating the use of the Credit Request functionality.

Follow the links below for additional topics related to Credit Requests.

Credit Request Setup

Credit Request Planning	SedonaSetup
Credit Request Activation	User Group Security
Credit Reason Setup
Employee Setup
User Group Setup

Credit Request Processing Topics

Credit Request Process Overview	Create a Credit Request for an Invoice and Invoice another Customer
Creating a Credit Request with a Credit Template	Create a Credit Request to correct Sales Tax
Creating a Credit Request for an Invoice	Managing Credit Requests
Credit Request for a Job Invoice	Close a Credit Request without Generating a Credit Memo
Reassigning a Credit Request

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