Credit Memo Initiation Tab

Purchasing/Accounts Payable > Standard Transaction E-Docs > Vendor Credit Memo > Document Layout

Credit Memo Initiation Tab

When you select Vendor Credit Memo from the main menu, the system displays the Credit Memo Initiation tab.

This tab is used to specify the vendor credit memo number, date, and amount for the credit memo along with the number for either a payment request, a purchase order, or a vendor in order to initiate the Vendor Credit Memo document.

Credit Memo Initiation tab definition

Title	Description
Credit Memo # from Vendor	Required. Enter the number found on the vendor's credit memo.
Credit Memo Date	Required. Enter the date found on the credit memo itself or select the date from the calendar .
Vendor Credit Memo Amount	Required. Enter the net amount of the credit.
Payment Request #	Specify a payment request number in this field only if the vendor credit memo is processed against a specific payment request. See note below.
Purchase Order #	Specify a PO number in this field only if the vendor credit memo is processed against a specific PO. See note below.
Vendor #	Specify a vendor number in this field only if the vendor credit memo is general in nature (not applicable to a specific payment request or a specific PO). See note below.

pencil-small An entry in one and only one of these three fields is required: Payment Request #, Purchase Order #, or Vendor #.

Click buttonsmall_continue to begin initiation of this vendor credit memo.

The Vendor Credit Memo document continues from the initiation screen to the main document screen that displays the unique Vendor, Credit Memo Info, and Process Items tabs in addition to the standard e-doc tabs.

For more information about the standard tabs, see Standard Tabs.