Creating a Vendor Credit Memo

Vendor Credit Memos can be created against a PO, a PREQ or a Vendor. 

Follow the steps in Creating a PREQ PDP Payment up to the point that the PREQ is created. 

• Log in as abeal
• Jump to Vendor Credit Memo
  • Credit Memo # from Vendor: enter something
  • Credit Memo Date: today's date
  • Vendor Credit Memo Amount: 50
  • Purchase Order: PO created above 
    • NOTE: You can also create Credit Memos against PREQs and Vendors - but for this article we are going to use PO. Refer to Vendor Credit Memo for information on the other options. 
  • Continue
  • CM QTY: 1
  • Credit Processed: 50 (if you want the system to calculate the Credit Processed -clear the field)
  • Calculate
  • Submit