To post a credit memo that refers to a goods receipt or an invoice receipt in the system, proceed as follows:
From the Invoice Verification screen, choose Document entry
®
Enter credit memo. The initial screen is displayed. In the section Control, the field Credit memo is selected.
On the initial screen, enter a purchase order or goods receipt in the section Select.
When you press ENTER, the vendor screen is displayed. Enter the gross amount to be credited into the field Amount.
When you press ENTER, the system displays the selection screen for all the purchase orders or goods receipt documents you specified on the initial screen. In the columns Amount and Quantity, the system proposes the value and quantity invoiced to date. In the first column all the items with default values that are not equal to zero are selected. Check the selections and, if necessary, deselect items that are not affected by the credit memo. Check the default values: If you correct the columns Amount and Quantity, you must adhere to the rules listed in
Credit Memos With Reference in the System. If you do not adhere to the rules, the system displays the item screen and you receive a message asking you to correct your entries.
When you choose Invoice
®
Post, you can post the credit memo provided the balance is zero.
Posting Credit Memos With Reference in the System