Page Comparison

Menu Path: Customer > Credit Memo > Create 

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• Select Branch;Search for Customer, and 'Submit';
• 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

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• Key in Other Details 
  • Reference ID → compulsory
  • Remarks
  • Invoice PKID For ContraContra 
  • Date
• Select Related Documents type invoice and key in the PKID, and click Set Details; → if any
• Add GL Code, remarks Item Remarks and an amount in Debit or Credit side,
• select Tax Code. Then click 'Add Item'.Multiple items can  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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• Multiple items can be added into the same transaction.
• Click 'Remove' to delete the item.Finally, click 'Confirm and Save'. 
  

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•  Edit or Remove if needed
• Click Confirm and Save

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• Click on the Optional tab, key in the PKID of Credit Memo

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• Want to know more about Credit memo to supplier? Let's GO. and select the printable format → to reprint the customer credit memo

NOTES:

• If Tax Options at Customer Account Maintenance leave as blank → it will follow the Tax Configuration
• Eg: Customer Account → Tax Options is Exclude Tax and Tax Configuration → Sales is Include Tax
• System will calculate customer credit memo as Exclude tax → Customer information will overwrite Tax Configuration information

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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

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• Forex Currency can only contra if same currency → refer to Customer Credit Memo Contra

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• 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. 

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Related Wiki Pages:

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