The makeup of the Items section varies based on whether the credit is being applied to a purchase order, payment request or vendor. If crediting by vendor, the Items section contains no fields. See below for the section definition when the CM is based on a vendor number or a payment request.
Process Items tab field definitions (credit references a purchase order)
Title |
Description |
number |
Display-only. The item line number from the PO. |
Catalog number |
Display-only. The catalog number for this item on the PO. |
CM Qty |
Optional. Enter the number of items for this line that are to be credited. This entry increases the Open Qty value for this line item on the PO. |
CM Unit Price |
Optional. The unit price for this line item to be processed as a credit. This field is automatically populated using the price from the PO, but it may be edited to match the credit memo unit price. |
Credit Processed |
If blank and if the credit memo quantity invoiced is populated, the system calculates the credit processed for this line item when you click the Calculate button. If the field already contains a value, you must delete the value in order to populate a new value by clicking Calculate. Override the amount as needed. |
Description |
Display-only. The description for this item on the PO. |
PO Qty |
Display-only. The quantity of items available for credit. |
PO Unit Price |
Display-only. The unit price copied from the PO for this line item. |
Tax Amount |
Calculated when tax service is called. This field may be edited. This column is displayed only if ENABLE_SALES_TAX_IND is set to Y. |
Total Amount |
Display-only. The sum of credit processed plus tax amount, if applicable. |
Total Invoice Cost |
Display-only. The total amount already invoiced and available to credit for this line item. |
In this next example, the credit references a payment request.
Process Items tab field definitions (credit references a payment request)
Title |
Description |
number |
Display-only. The item line number from the payment request. |
Catalog number |
Display-only. The catalog number for this item on the PO. |
CM Qty |
Optional. Enter the number of items for this line that are to be credited. This increases the Open Qty value for this line item on the PO. |
CM Unit Price |
Optional. The unit price for this line item to be processed as a credit. This field is automatically populated using the price from the payment request, but the unit price may be edited if the credit reflects a different price. |
Credit Processed |
If blank and if the credit memo quantity invoiced is populated, the system calculates the credit processed for this line item when you click the Calculate button. If the field already contains a value, you must delete the value in order to populate a new value upon next calculate. Override the amount as needed. |
Description |
Display-only. The description for this item on the PO. |
PREQ Qty Invoiced |
Display-only. The quantity of items available to be credited on the specified Payment Request document. |
PREQ Unit Price |
Display-only. The unit price copied from the payment request for this line item. |
Tax Amount |
Calculated when tax service is called. This field may be edited. This column is displayed only if ENABLE_SALES_TAX_IND is set to Y. |
Total Amount |
Display-only. The sum of credit processed plus tax amount. |
Total Invoice Cost |
Display-only. The total amount available to be credited for this line item on the specified Payment Request document. |
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