Menu Path: Customer > Credit Memo > Listing
- Above are the first interface of EMP and the navigation path for user to get access into the "Customer Credit Memo Listing".
2. Above are the interface when user get accessed into the Customer Credit Memo Listing page on EMP. Those fields are recommended to be filled in.
- Select 'Branch';
- Click 'Filter by GL Dimension' if intended;
- Input the Customer Account PKID (if known). If the PKID is not known, click 'Search'. If the user wants to view all the credit memos from all branches, there is no need to input PKID but just click 'Submit';
- Input a date range;
- Select an open balance of debit, credit, zero or 'ALL' (if the user wants to view all credit memos).
- Choose a 'State' of 'Normal', 'Reversed' or 'ALL';
- Filter by CM Type;
- Or by Reference No;
- Click 'Submit' for the generation.
- Click 'Generate Report Now'.
3. The image above actually shows the Enhancement that has been made lately to Customer Credit Memo Listing page. There are some filters that has been added:
- Added filter by "customer type"
- Added filter by "customer category"
- Added one more option for CM Type which is - Credit Note from Sales Return
4. After generating the report, user may :
- Click on the credit memo number on the left (eg. CM2924) to view the credit memo document.
- Click on 'Contra' for Customer Credit Memo Contra function.
- *** Batch print is available here. The Print Format can be set as well.
- Select the right form and click 'Set'
- Tag for the 'Add to Batch Print'
- Perform the 'Batch Print'.
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