To search for Customer Credit Memo documents, change Document Type to CRM and then move the cursor to another field.
Customer Credit Memos Document Lookup screen field definition
Title |
Description |
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. 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. Enter the appropriate organization code or use the lookup to find it. |
Customer Name |
To search for customer credit memos based on a particular customer name, enter the name. |
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. |
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. |
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. 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. Enter the appropriate organization code or use the lookup to find it. |
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 .
For information about using features and options that are common to all types of custom document searches and working with the search results, see Using Document Search to Find a Document and Performing Custom Document Searches .
For information about the fields on a customer credit memo, see Document Layout
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