Manual Credit Memos Fields

This section describes the fields and actions on the Manual Credit Memos workspace.

Header Fields

Field	Description
Credit Memo Number	This field displays the identification number of the credit memo, which is allocated automatically by Maconomy and cannot be modified.
Customer Name	This field displays the name of the customer who needs to be credited for the current credit memo.
Customer Number	This field displays the customer identification number.

Header Actions

Button	Description
+New Credit Memo	Click this action to create a new credit memo.
	Click this action to refresh data in the current workspace.
	Click this action to display the list view. Click this aciton 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.
Print Credit Memo	Click this action to print the current credit memo. You can only print credit memos with credit memo lines or charges and have been approved.

Manual Credit Memo 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 credit memo lines are created, you can no longer update the customer's name and/or identification number. If you are creating a new credit memo, 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 memo, if applicable.
Bill to Customer	This field displays the bill-to customer's name to whom the payment information for the credit memo 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 memo. Maconomy automatically assigns the 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 memo. Click the amount to display an info bubble with the details of the breakdown.
Payment Terms	This field displays the applicable payment terms for the current customer and cannot be modified.

Credit Memo Details Card

Field	Description
Job	This field displays the job that is linked to the credit memo.
Task Name	This field displays the job that is linked to the credit memo.
Tax No.	This field displays the customer's tax number.
Credit Memo Date	This field displays the credit memo date.
Due Date	This field displays the date when the payment for the current credit memo is due.
Currency	This field displays the currency of the credit memo.
Language	This field displays the language to be used when printing credit memos. 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 memo.

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.