Creating a Credit Memo from a PO

You create a credit memo when you open a purchase order and click Create Credit Memo at the top or bottom of the order page. The Collector user's role must have Create/Edit Invoices permission.

To create a credit memo:

1. Click a PO link to open the purchase order. IPP displays the Purchase Order.
2. Click Create Credit Memo on the purchase order to open a new credit memo page.
3. Required. Type the credit memo number in the Credit Memo Number field.
4. Verify the Issue Date is filled in. If not, select a date.
5. Select the Inv Line #(s) being returned for credit.
6. Required. Type comments in the Comments field.
7. Click Submit.

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