Accounts Receivable Credit Requests How To Create a Credit Request with a Credit Template
Credit Requests using the Credit Template (continued)
5. 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 4. 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, 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 press 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; press 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.
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