The Credit Memo section of the worksheet is split into three sub-sections:
a)Credit Memo
This tab records data required to determine the Credit Invoice and any Workflows or rules that are applied.
As the only type of Transaction that can be created in this mode is a Credit Memo. The data entry fields Transaction Class, Terms and Invoice Rule are not applicable in this mode and are not available in the Transaction tab. Only Transaction Types created with a class of Credit Memo can be selected as the Transaction Type.
Note - Any other transaction data than shown above is derived from the original transaction and associated settings, and therefore the Oracle API will not use additional data entered.
When entering an Applied Credit Memo enter a ‘Credit Reason’ and enter the invoice number to credit in the ‘Credit Invoice’ field. This will provide you with the ability to search the invoice lines to credit when using the Lines form.
b) Transaction Descriptive Flexfields
Enter your Descriptive Flexfield Transaction Header information in this form.
c)Interface Descriptive Flexfields
Enter your Interface Flexfield Transaction Header information in this form.
Click ‘Ok’ to write the data to your worksheet.
Click ‘Cancel’ to return to the worksheet without writing data into the sheet.
If you have new data entered into the form and attempt to close by clicking the ‘X’ at the top right of the form, the data will be cleared and not saved.
