Menu Path: Customer > Credit Memo > Create
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- Select Branch
- Key In Customer ID or Click Customer for search function, and click Submit
- Select the Salesman and click Change and click Change → make sure the permission to set salesman is ENABLED under Customer (Permission) Credit Memo
- Select Currency Base and click Set Foreign Currency → if any. Refer to Forex Credit Memo for details
- Key in Other Details
- Reference ID → compulsory
- Remarks
- Invoice PKID For Contra
- Date
- Select Related Documents type invoice and key in the PKID, and click Set Details → if any
- Add GL Code, Item Remarks and an amount in Debit or Credit side
- select Tax Code or key in Tax Amount
- Select Branch → refer to the billing branch which will also post to the P/L of that branch (One branch can pay the expenses of other branch)
- Click Add Item
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- Eg: Customer Account → Tax Options is Blank and Tax Configuration → Sales is Include Tax
- System will calculate customer credit memo as Include Tax → lt will follow Tax Configuration
- Forex Currency can only contra if same currency → refer to Customer Credit Memo Contra
- At the Document Pop-up, the Item Remarks will be shown at the 'Description' column under Item Details tab and at the 'Remarks' column under Journal tab.
Related Wiki Pages:
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