RMA Credit Memo

Use this form to initiate, print, and process credit memos for customers who have been authorized to reject material.

If an Apply To Invoice number was assigned to the original RMA on the RMAs form, the credit memo that was created will be applied to the invoice and this information will appear on the report. If no number is entered in the Apply To Invoice field, an open credit memo will be created.

You may wish to review all RMA line items that are ready to be credited before using this form to print and post your credits.

RMA line items within the range you set are automatically selected for printing if:

• The Return flag is selected and the quantity returned is greater than the quantity credited thus far
• The Return flag is cleared and an amount remains to be credited.
• RMA line items have a status of Open or Filled.
• The RMA header associated with the line item has a status of Open.

Click Process to generate open credit memos based on the range of RMAs selected. If an item is to be returned by the customer, the return must take place before the credit memo can be created.