Credit Reasons |
  
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Prompt users to select a Credit Invoice Reason when issuing a credit or returning an invoice can be done here. Examples of Credit Reasons are "Deceased before delivery" or "Defective Device" or "Not Suitable for Customer".
Selecting to prompt users for this Credit Invoice Reason on Invoices or Orders makes this mandatory for all users. The parameter can be turned on within the SYSTEM menu within DOCUMENT PARAMETERS.
To add new Credit Reasons, click ADD. To delete a Credit Invoice Reason, click DELETE.
Enter a Credit Reason description. Indicate if the credit reason is applicable document types INVOICE, ORDER or BOTH, using the check boxes.
To inactivate a reason, click the Inactive box.
To view CREDIT REASON data, you can run the RETURN INQUIRY to excel to see a list of returns and their CREDIT REASON.
Click SAVE to store changes. Click EXIT to close the window.