Sales Credit Memo - Launch

Program/Screen: SAPOET/SAPOET1005

Description:

Use this screen to launch the Sales Credit Memo program where you can enter a credit against a sales order.

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Navigation
Fields
Function Keys

Navigation

Access this program from the Operations menu. If your system is set up to require a user name and password to use this program, enter that information first.

Enter the customer number or name (for charge account customers), or the driver's license state and number (for cash customers), or the invoice and sequence number that you are crediting. Also, enter the credit reason. The order date and time default to today's date and time, but you can change them.

Unique Sales Order/Invoice Maintenance/Credit Memo Screens

Sales Credit Memo - Launch

Sales Order Maintenance - Launch

Sales Order/Invoice - Launch

Clone Sales Order

Quote/Reservation to Order

Sales Order/Invoice Maintenance - Customer Information

Sales Credit Memo - Customer Information

Additional Customer Information

Sales Order/Invoice Maintenance/Credit Memo - Item Information

Sales Item Detail

Sales Order/Invoice Maintenance/Credit Memo Review

Additional Program Screens

Driver License Card Swipe

Fields

Customer number or name

If you are creating a sales credit memo for a charge account customer, enter the account number or the name (or the Search Word) of the charge customer. If you do not know the name or the number, press F4 while in this field to access Customer Search.

If you know the first letter of the customer's name, type it in the field and press Enter to access Customer Search and display a list of customers whose names (first or last) contain that letter. For example, type H and press Enter and the list in Customer Search would show both Baker Hardware and Hillcrest Electric. The list would then continue with customers whose names started with the subsequent letters of the alphabet such as I and J in our example.

You can skip this field and go directly to the Invoice number field if you know the number of the invoice you want to credit.

Driver's license state

If you are creating a sales credit memo for a cash customer, enter the two-letter abbreviation for the state on the customer's driver's license.

Driver's license number

If you are creating an equipment credit memo for a cash customer, enter the number from their driver's license.

Invoice number

Enter the number of the invoice against which you want to issue a credit memo.

Sequence number

Enter the number of the sequence associated with the invoice. This is the sequence number appended to the contract/invoice number as that record goes through various transactions.

Credit reason

Enter the code that represents the reason why you are entering a credit memo.

Credit date

Enter or accept the date of creation for the sales credit memo.

Credit time

Enter or accept the time of creation for the sales credit memo.

Function Keys

Function Key	Description
F1	Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level.
F3	Exit. Exit the page or program.
F4	Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen.
F5	Refresh. Refresh the screen and remove entered data.
F8	Read Card. Open the Driver License Card Swipe popup window and then swipe the driver's license.