To Process a Credit Memo Order (CM)

To credit a customer for returned goods without shipping items, you process a credit memo order (that is, an order of the CM order type) by using the Sales Orders (SO301000) form.

To Process a Credit Memo Order

1. Open the Sales Orders (SO301000) form.
2. In the Summary area, select the credit memo order to be processed by specifying its type (CM) and reference number.
3. On the More menu, click Prepare Invoice.

   This generates a credit memo with the returned items listed. The system opens the Invoices (SO303000) form to display the new document.

4. On this form, release the credit memo by clicking Release on the form toolbar.

   This creates an issue transaction of the Credit Memo type in the Inventory module. Once you release the credit memo, the original CM order is assigned the Completed status.