Menu Path: Customer > Credit Memo > Create
- Select Branch;
- Search for Customer, and 'Submit';
- Select the Salesman and click Change;
- Key in Other Details
- Reference ID
- Remarks
- Invoice PKID For Contra
- Date
- Select Related Documents type invoice and key in the PKID, and click Set Details;
- Add GL Code, remarks and an amount in Debit or Credit side, select Tax Code. Then click 'Add Item'.
- Multiple items can be added into the same transaction.
- Click 'Remove' to delete the item.
- Finally, click 'Confirm and Save'.
If want to reprint for the Credit Memo, find the right tab beside the Create tab, key in the PKID of Credit Memo, Select a Template, then click 'Reprint'.
Want to know more about Credit memo to supplier? Let's GO.
Permission of creating transaction on locked filing cycle
Menu Path: Accounting > Maintenance > Configuration > Edit Financial Year and Period Click on the Edit Financial Year and Period button.
Set tax filing cycle to lock by choosing the option available from the Drop down menu, example 2017-01-01 until 2017-01-31. (refer to the image below)
Once done, click on "Update" then proceed to create the Customer Credit Memo.
Menu Path: Customer > Credit Memo > Create
This are the main interface that the user will be seeing when the user is creating Customer Credit Memo.
This image below shows the error message that the user will be seeing if the user have choose any dates that falls between the locked filling cycle. Therefore this shows that the permission was not granted.
