Customer Credit Memos

When you select Customer Credit Memos from the Main Menu, the system displays the Document Lookup screen. Although you may use this screen to search for any type of e-doc, it initially displays fields that are especially helpful in searching for credit memos.

Customer Credit Memos Document Lookup screens:

Title

Description

Type

To search for customer credit memos, use the default entry of CRM. To search for another type of e-doc, enter the appropriate type code or use the lookup †to find it.

Note: If you change the Type entry and move the cursor to another field, the system displays fields appropriate to the type of e-doc you have specified.

Initiator

To search for customer credit memos initiated by a particular user, enter the personís username (principal name) or use the lookup †to find it.

Document/Notification ID

To search for a customer credit memo based on its unique document number, enter the number.

Date Created From

To search for customer credit memos created during a particular period of time, enter the first date in the desired range of dates. You may also use the calendar icon Description: _cal†to select the date. The default is todayís date.

Date Created To

To search for customer credit memos created during a particular period of time, enter the last date in the desired range of dates. You may also use the calendar icon Description: _cal†to select the date.

Document Description

To search for customer credit memos containing a particular description, enter the description.

Organization Document Number

To search for customer credit memos containing a particular organization document number, enter the number.

Note: † This number is typically used to identify a related record in another campus system (for example, a customer relationship management system, an order processing system, etc.).† When used in this way, the entry ties a KFS customer credit memo to a record in the non-Kuali application.

Customer Number

To search for customer credit memos based on a particular customer number, enter the customer ID or use the lookup †to find it.

Customer Name

To search for customer credit memos based on a particular customer name, enter the name.

Processing Chart Code

To search for customer credit memos based on the processing organization associated with them, use this field and the Processing Organization Code field (see below). Select the appropriate chart code from the list or use the lookup †to find it.

Processing Organization Code

To search for customer credit memos based on the processing organization associated with them, use this field and the Processing Chart Code field (see above). Enter the appropriate organization code or use the lookup †to find it.

Billing Chart Code

To search for customer credit memos based on the billing organization associated with them, use this field and the Billing Organization Code field (see below). Select the appropriate chart code from the list or use the lookup †to find it.

Billing Organization Code

To search for customer credit memos based on the billing organization associated with them, use this field and the Billing Chart Code field (see above). Enter the appropriate organization code or use the lookup †to find it.

Chart Code

To search for customer credit memos for a particular account, use this field and the Account Number field (see below). Select the appropriate chart code from the list or use the lookup †to find it.

Account Number

To search for customer credit memos for a particular account, use this field and the Chart Code field (see above). Enter the appropriate account number or use the lookup †to find it.

Invoice Item Code

To search for customer credit memos specifying a particular item, enter the item code.

Invoice Reference Number

To search for customer credit memos based on an associated invoice reference number, enter the reference number.

Ledger Document Type

To search for customer credit memos associated with a particular ledger document type, enter the appropriate type code or use the lookup †to find it.†

Total Amount

To search for customer credit memos based on the total amount, specify the amount.

Search Result Type

To view the customer credit memos in their entirety that match your search criteria, click Document Specific Data. To retrieve only the routing status, date created, and route log for these customer credit memos, click Workflow Data.

Name this search (optional)

To save this set of search criteria for later use, enter a name for it.

Note: In many fields you may use special characters to search on a partial entry. For information about using special characters to search, see Data Entry Tips.

Note: For information about using features and options that are common to all types of custom document searches and working with the search results, see Performing Custom Document Searches.

After you select a credit memo from the search results, the system displays it in view-only mode.

Note: For information about the fields on a customer credit memo, see Document Layout under Customer Credit Memo.

More:

Customer Invoice Writeoffs (Custom Document Search)