Attach a Credit to an Invoice After Changing a Price

This procedure assumes that you have clicked or entered New, entered the customer's number, and selected Credit memo as the one-step transaction type.

Field Name	Type / Max Length	Action / Description
Apply to existing AR document	Required 12 alphanumeric	Leave blank to attach later.
Trn	Required 3 numeric	Accept the displayed transaction number.
Type	Required 2 alphanumeric	Accept the displayed transaction type.

The program prompts Do you want to create a credit memo?

Click Yes to confirm, click No to change the one-step transaction type, or click Cancel to start over. When you click Yes, the program displays the order header.
(Conditional) Enter a PO number in the Cust PO number field if this field is required for this customer.
Press F10 twice.
Click OK. The program displays the message Order number [number] has been created.
Click OK to acknowledge the number. The program displays the first line.
Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Line number	Required 4 numeric	Accept the displayed line number.
Item number	Required 30 alphanumeric	Enter the number of the item whose price you need to change.
Qty open Qty ordered	Required 11 numeric	Enter the quantity you shipped to the customer with a negative sign. For example, if you shipped the customer 2 at the wrong price, enter -2.
Selling price	Conditional 14 numeric in the format 999999999.99999	Enter the price that you charged the customer.

Press F10 when you complete data entry and click OK if you are using the long form entry. The Inventory Obligation Selector displays.
Click Sel to return the quantity of the item at this price to inventory.
Click Exit to close the selector. The program prompts for the next line.
Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Line number	Required 4 numeric	Accept the displayed line number or enter a different number.
Item number	Required 30 alphanumeric	Enter the number of the item whose price you are changing.
Qty ordered	Required 11 numeric	Enter the quantity that you shipped to the customer.
Selling price	Conditional 14 numeric in the format 999999999.99999	Enter the correct selling price.

Press F10 when you have completed data entry
(Conditional) Click OK if you are using long form. The program prompts for the next line. Enter another item or leave the fields blank and press F10.

You should have two lines listed. The first has a negative quantity and the original selling price. The second has a positive quantity and the correct selling price.
Click Exit.
(Optional) Click Other info, click Modify, and select a reason code for the Memo reason field. Press F10.
Click Attach.
Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Apply to existing AR document

Required
12 alphanumeric

Enter the invoice number or click the Lookup icon to select the invoice from a list.

When you click the Lookup icon, you can:

Click	To
Select	Attach this credit to the selected invoice.
Invoice	Display the selected invoice. See Display AR Invoices. Click OK to return to the list of invoices.
Options	Switch the display between open invoices (not paid) and all invoices.
Cancel	Exit without attaching this credit to an invoice.

Trn

Required
3 numeric

Accept the displayed transaction number.

Type

Required
2 alphanumeric

Accept the displayed transaction type.

The program prompts Do you want to attach this memo to invoice [number]?

Click Yes to confirm or click No to change the invoice number.
Click OK after you click Yes. The program displays Shipment totals.
(Optional) Click Shipping info if you also need to correct freight charges. Enter a positive amount to increase or a negative amount to decrease what the customer owes.
Click Confirm.
Choose the appropriate options:

To	Do This
Display the selected record	Click OK.
Display the previous record in the file	Click Prev.
Display the next record in the file	Click Next.
Enter a new order	Click New.
Exit the program	Click Exit.