Create Credit Memo from an Open Blanket PO

The Collector module provides a method to create a credit memo from a open Blanket PO.

To create a Credit Memo from an open Blanket PO, open the Blanket PO and click the Create Credit Memo button to display the New Credit Memo form.

Blanket PO Credit Memo

To view the Blanket POs tab, Blanket POs Status sidebar, or create invoices or credit memos from a Blanket PO, the Collector user must have Create/Edit Invoices permission added to the Create/Edit Invoices role. See the administrator if you do not have these permissions.

The information in the following table describes the Create Credit Memo fields.

Field Name

Description

Choose which type of Credit Memo to create

Lists the types of invoices:

  • From a Blank Form

  • From a PO

  • From a Blanket PO

  • From an Invoice

Enter the Invoice #

Enter the invoice number in the field.

Related Topics

Related Procedures