Credit Memo - Lines Tab

This page assumes you have already completed the header section of the credit memo creation. The Lines tab displays by default.

Complete the following steps to add lines to a credit memo:

1. Click the Add Line link.
   A new row displays in the lines table on the tab.
   
   
   
   

2. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.

   Some of the non-editable fields may auto-populate based on the line type, the item information, or are editable after saving the credit memo.

   Field	Description
   Invoice Line No	This field auto-populates. The contextual menu (blue triangle) in the corner offers menu options once the credit memo has been saved.
   * Invoice Line Type	Select the invoice line type from the dropdown menu.
   Return Order Delivery Schedule	Enter or use the picker tool to select the return order delivery schedule.
   Order No	Enter the order number. This field is context sensitive and will list existing values as you type.
   Order Line No	Enter the order line number. This field is context sensitive and will list existing values as you type.
   Del Sch No	Enter the delivery schedule number. This field is context sensitive and will list existing values as you type.
   Item	Enter the item's name. This field is context sensitive, and will list existing values as you type.
   Item Desc	This field auto-populates based on the item selected.
   Item HS Code	This field auto-populates based on the item selected.
   State	This field auto-populates based on the item selected.
   Invoice Line Qty	Enter a numerical value for the quantity of the invoice line.
   Unit Price	Enter a numerical value for the unit price.
   Price Per	Enter a numerical value.
   * Line Amount	Enter the line amount. This field may or may not be editable and may auto-populate, depending on the Invoice Line Type chosen.
   Currency	Enter the line amount. This field may or may not be editable and may auto-populate, depending on the Invoice Line Type chosen.
   Converted Line Amount	Enter the line amount. This field may or may not be editable and may auto-populate, depending on the Invoice Line Type chosen.
   Converted Currency	Enter the line amount. This field may or may not be editable and may auto-populate, depending on the Invoice Line Type chosen.
   BOL No	Enter the Bill of Lading (BOL) number.
   SCAC Code	Enter the Standard Carrier Alpha Code (SCAC). This field is context sensitive and will list existing values as you type.
   FOB Code	Select the Free On Board (FOB) code from the dropdown list.
   Shipment No	Enter the shipment number. This field is context sensitive and will list existing values as you type.
   Shipment Line No	Enter the shipment line number. This field is context sensitive and will list existing values as you type.
   Contract No	Enter the contract number. This field is context sensitive and will list existing values as you type.
   Contract Line No	Enter the contract line number. This field is context sensitive and will list existing values as you type.
   External Order Number	Enter the external order number.
   Converted Invoice Line Amt	This field auto-populates.
   Currency Conversion Rate Info	This field auto-populates.
   External Item Name	Enter the external item name.
   Discount Amount	This field auto-populates.
   Program	This field auto-populates.
   Attachments	This field auto-populates.
   Documents	This field auto-populates.
   Country of Origin	This field auto-populates.
   Cost Component	This field auto-populates.
   Shipped Qty	This field auto-populates.
   Ordered Qty	This field auto-populates.
   Received Qty	This field auto-populates.

3. Click the Save button if you have completed all of the information for the new credit memo and are ready to save it as an invoice.
   The Line is added to the Lines tab on the New Credit Memo screen.