Adjusting a Service Order to Issue a Credit Memo

Calculated/Time and Material Operations

For Calculated/Time and Material operations, the Total Price is determined after posting transactions against the operation on the Service Order Transactions form. When the operation is invoiced, the Total Billed amount is captured for the operation, and the invoice number is saved on each service order transaction.

If a negative quantity is posted on the Service Order Transactions form, the Total Price for the operation is less than the Total Billed. In this case, when the operation is invoiced, a credit memo is generated for the amount of the difference between Total Price and Total Billed.

Project/Fixed Operations

For Project/Fixed operations, the Total Price on the operation can be updated. As service order transactions are posted against the operation, the costs are accumulated, but the price remains at the fixed, manually entered level. During invoicing, the amount invoiced is captured in the Total Billed field. After this point, if the user manually changes the Total Price to a value less than the Total Billed, then a credit memo for the difference is automatically generated when invoicing.