Accounts Receivable Credit Memos Credit Form Memo Definition
Credit Memo Form Definition (continued)
Credit Memo Header
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Customer ID – Enter the customer number for whom the Credit Memo is being created or press the binocular icon to the right of the field to look up the customer number. If the customer has multiple sites, select the correct site from the customer lookup.
Bill To – The Bill To name and address will default to the primary Bill To for the customer. If the customer has more than one Bill To record, press the Bill To button to display a list of the customer Bill To addresses from which to select.
Site Address – If the customer has only one site this will automatically default. If the customer has multiple sites, the User may press the Site Address button to display a list of sites from which to select.
Category – Depending on the settings of your system this may or may not be a required field. Select the appropriate Category from the drop-down list.
A/R Account – The A/R account number automatically defaults to the A/R account number setup in SedonaSetup G/L Account defaults. Consult upper management prior to making a change to this selection.