Creating a Credit Memo from a PO Form

You can create a credit memo from a PO form. The Collector user's role must have Create/Edit Invoices permission.

To create a credit memo:

1. From the Closed POs page, click the Create Credit Memo button. IPP displays the Purchase Order.
2. Click Create Credit Memo button to open a new credit memo page.
3. Required. Type the credit memo number in the Credit Memo Number field.
4. Select the Credit Memo Line #s.
5. Required. Enter comments in the Comments field.
6. Do one of the following:

• • Click Save as Draft to save the credit memo in draft form.
  • Click Submit to submit the credit memo.

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