Creating a Credit Memo from the Credit Memo Form

You can create a credit memo  for a blanket PO from the Create Credit Memo button on the top or bottom of the Blanket POs page. The Collector user's role must have Create/Edit Invoices permission.

To create a blanket PO credit memo:

1. Click the Create Credit Memo button on the Blanket POs page to advance to the Create Credit Memo form.
2. Do the following:

• • Select From a Blanket PO from the drop-down list.
  • Select the Bill To Agency from the drop-down list.
  • Enter the Blanket PO number to search on in the Enter the Blanket PO # field or leave it blank to locate all your blanket POs.
  • Click OK. IPP displays a list of existing Blanket POs.

3. Click a blanket PO link to open the blanket PO.
4. Click Create Credit Memo to open a new credit memo page.
5. Do the following:

• • Required. Enter a Credit Memo Number in the field.
  • Enter dates for the Bill Period Start and End Dates.
  • Enter the Supplier Contact Name and Phone.
  • Enter the Original Invoice # in the field.

6. In the invoice line section, do the following:

• • Select the INV Line # check boxes for the lines you want to be credited.
  • Select the quantity of the item in the QTY field.
  • Required. Enter comments in the Comments box.

7. Click Submit.
8. If you want to add an attachment to the credit memo, click Attachments to open the Attachments page.

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