Credit Orders Fields

This section describes the fields and actions on the Credit Orders workspace.

Header Fields

Field	Description
Credit Order Number	This field displays the identification number of the credit order, which is allocated automatically by Maconomy and cannot be modified.
Customer Name	This field displays the name of the customer to whom the order is credited.
Customer Number	This field displays the customer identification number.

Header Actions

Button	Description
+New Credit Order	Click this action to create a new credit order.
	Click this action to refresh data in the current workspace.
	Click this action to display the list view. Click this action to display the detailed view.
Save	Click this action to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action is disabled until additional changes are made.
Revert	Click this action to undo changes made to the current record, or to any of its lines.
Approve	Click this action to approve the current credit order. A credit order must be approved before you can carry out delivery and invoicing. Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
Print Credit Memo	Click this action to print the credit memo. You cannot use this action if the Credit in Job Cost checkbox is selected.
Other Actions	In the Credit Orders workspace, this dropdown list includes the following actions: Print Draft - Select this action to print the credit order draft. Transfer to Job - Select this action to transfer the credit order to Job Cost. Copy Credit Order... - Select this action to copy a credit order. You can choose to copy all the information from the current credit order to the new one or change any of the details.

Credit Order Fields

Field	Description
Customer	This field displays the information of the customer who returned the items, including their contact details and attention person to whom the shipping information is directed. Once order lines are created, you can no longer update the customer's name and/or identification number. If you are creating a new credit order, Maconomy retrieves the customer information from the Customers workspace, but you can make the necessary changes.
Reference	This field displays the customer contact with whom you spoke about the credit order, if applicable.
Bill to Customer	This field displays the bill-to customer's name to whom the payment information for the order is addressed. It also includes the bill-to customer's address, attention person, and additional contact details. You can only update the bill-to customer name or identification number. After you select a name or number, Maconomy retrieves the bill-to customer's contact information from the Customers workspace automatically.
Sales Rep.	This field displays the name and number of the employee who serves as the sales representative for the current credit order. Maconomy automatically assigns a representative who commonly sells to the current customer, but you can update this field as needed.
Total	This field displays the amount to be paid by the customer for the current credit order. Click the amount to display an info bubble with the details of the breakdown.
Date Credited	This field displays the date the credit order was credited and cannot be modified.

Order Details Card

Field	Description
Job	This field displays the job that is linked to the credit order.
Task	This field displays the task related to the credit order if it is linked to a job.
Credit in Job Cost	Select this checkbox to credit the order in Job Cost. You can only select this checkbox if the credit order is assigned to an open job. Once selected, you cannot use the Print Credit Memo action.
Payment Terms	This field displays the applicable payment terms for the current customer and cannot be modified.
Tax No.	This field displays the customer's tax number.
Preferred Credit Memo Date	This field displays the customer's preferred credit memo date.
Currency	This field displays the currency of the credit order. You cannot modify this field once order lines or charges are added to the credit order.
Approved	This field indicates whether the credit order is approved.
Language	This field displays the language to be used when printing credit orders. If applicable, Maconomy retrieves the language from the customer information in the Customers workspace, but you can update this field as needed.
Company	This field displays the name and number of the company responsible for the credit order.

Dimensions Card

Field	Description
Location	This field displays the value for the Location dimension, if applicable.
Entity	This field displays the value for the Entity dimension, if applicable.
Project	This field displays the value for the Project dimension, if applicable.
Purpose	This field displays the value for the Purpose dimension, if applicable.
Specification 2-3	This field displays the values for the Specification 2 to 3 dimensions, if applicable.
Location Specification 1-3	This field displays the values for the Local Specification 1 to 3 dimensions, if applicable.