.png)
Accounts Receivable Credit Requests How To Create a Credit Request with a Credit Template
Credit Requests using the Credit Template
When creating a Credit Request using a Credit Template, the User may select any Invoice Item and/or Parts. The User Group security controls the amounts for which the User will be able to sign-off. The Credit Template assigns the next invoice number available to the Credit Request, but an actual Credit Memo is not posted to the general ledger until a User with the appropriate permissions approves and presses the Save button to generate the Credit Memo.
1. To begin a new Credit Request, navigate to the main module tree and select Accounts Receivable/Credit Request or navigate to a Customer Explorer record; select Credit Requests from the customer tree; right-click and select New Credit Request.
2. Select the Customer - Once the Credit Request form is displayed, the User will select the customer for the request, then press the Create Credit Template button located below the Invoice# field. If the Credit Request was started from the Customer Explorer, the customer number will automatically be populated.
ss4116
3. Create the Credit Template - The blank Credit Template form will be displayed. The User will fill in the form with the desired selections, then press the Save button when finished. While in the credit template form, the User has the option of marking the Credit Request for future invoice type application. If the Credit Request is approved and a Credit Memo is created, the credit will automatically be applied to the next invoice type saved for the selected invoice types on the Future Auto Apply form.