In the Type box of the Summary area, select Credit Memo.
In the Reference Nbr. box, select the number of the credit memo to
apply.
In the Application Date box, check the date of the credit memo. Change
it, if needed.
On the Documents to Apply tab, add the documents to which the credit memo
should be applied, and follow the steps below to add each line (document):
Click Add Row on the table toolbar to add a new row
to the table.
In the Doc. Type column, select the appropriate
option to apply the credit memo to an invoice, debit memo, or overdue
charge.
In the Reference Nbr. column, select a document by
its identifier from the list of documents. (The system includes in this list
documents associated with the current customer that have the Open
status and the selected document type.)
Check the information in the other columns of this table, which are filled
in automatically when you select a document.
Review the Applied to Documents box in the Summary area. The system
automatically inserts the total amount of the applied documents.
On the form toolbar, click the Release to release the credit memo.
