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Part Explorer - Part Level Tree

Sales Credits

Highlighting this option will display a list of all Customer Credit Memos generated for the part.  Double-clicking on a record in the Active Pane will open the Credit Memo record for viewing.

Right-Click Options (from Part Tree)

Add AR Credit - Selecting this option will open the new Credit Memo form.  User permissions are required to create a Customer Credit Memo.

Refresh - Selecting this option will refresh the information displayed in the Active Pane.

Right-Click Options (from Active Pane)

Add AR Credit - Selecting this option will open the new Credit Memo form.  User permissions are required to create a Customer Credit Memo.

Open AR Credit - While highlighting an item in the Active Pane, selecting this option will open the Customer Credit Memo form for viewing. If the date on which the Credit Memo was created is in an open accounting period, and the Credit Memo has not been applied to any Invoices, the Credit Memo may be modified and re-saved.  User permissions are required to edit a Customer Credit Memo.

Refresh - Selecting this option will refresh the information displayed in the Active Pane.

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