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Adding Lines to a Credit Memo for Returned Items

Additional lines can be added to the credit memo. You can add both matched and unmatched credit memo lines.

A matched credit memo line is defined as a line on a credit memo that references an existing purchase order and line. A credit memo line can be matched to any return receipt created for the purchase order line (a purchase receipt with a negative amount). The return receipt must be entered before you can create the credit memo line. For more information, see Returning Materials to a Supplier.

This topic explains how to create a new matched credit memo line.

To Create Credit Memo Lines

1.	Select the site’s Invoicing view and Invoices tabs.

2.	Open the credit memo to which you want to add lines.

3.	Make sure that editing is enabled.

4.	On the Worksheet view, click the New list and then Regular Line. The Invoice Line dialog appears.

5.	On the General tab, enter the purchase order number or click the browse icon to select the appropriate purchase order.

6.	Select the appropriate purchase order line. The system fills in the remaining information based on the selected line.

7.	In the Invoice Values section, make the appropriate changes in the Quantity, Price, or Discount boxes.

8.	Select the Charges and then the Taxes tabs. The system automatically includes any charges or taxes that were identified on the purchase order line and are being remitted to the supplier. If necessary, you can change the charges or taxes on this tab.

9.	Select the Distribution tab. If you need to edit the distribution, click Override distribution. You can now delete or edit distribution entries.

10.	When you are finished entering the appropriate information, click OK. The system adds a new line to the credit memo.

11.	To enter more credit memo lines, repeat steps 4 to 10.

12.	When you are finished entering information, save the credit memo.