Page Comparison

Select + Add from the Credit Requests homepage.

Fill out all required fields as indicated by an asterisk*

View field definitions below for more information. Fill out as needed.

Create Date will autofill at save.

Return Policy, Max Return Time, Return Comment, all default in based on Supplier information. (To view, go to Suppliers > select edit on the Supplier you wish to view, go to the Parameters tab within the Supplier, scroll down to Return Information)

Include invoice information? checkbox defaults to checked. When deselected, “+Add Products(s) from invoices” button changes to “+Add Products and an “Update Order Decisions?”

If Update Order Decisions? checkbox is checked, a Term dropdown appears. Select Term.

If “Include invoice information?” box is checked, +Add Product(s) from Invoices button will be available.
If “Include invoice information?” box is not checked, +Add Product(s) button will be available. Scroll down to view instructions in “Add Product(s).

In the popup modal Add Product(s) from Invoices you will be under the first tab, Step 1: Invoices. You can Search by the criteria given in search bar, select a Supplier from the dropdown, or use the Invoice Date field to search for the desired Invoice(s).

Use the checkbox on left of the Invoice to select desired Invoices.

Go to Step 2 : Line Items tab.

Select Reason for the return in the dropdown menu. *You will be able to change this on the line item level in the Add Credit Request screen.

Line items default to all checked. Review information and deselect as needed.

Select OK.

You are now able to change your Cost or Return Reason on the line item as needed.

Enter Return QTY for each item. As you do this, you will see your “Credit Total:” update.

If needed, you are able to remove a line item by either:

1. Selecting the checkbox on the left of the item and selecting Remove.

2. Selecting the Trashcan button on the right of the line item.

Save.

Upon save, 2 buttons appear at the top of now the “Edit Credit Request” screen.

Invoices will allow you to select which Invoice to look at and take you to Edit Invoice screen.

In the DCC tabthe Edit Invoice screen you are able to see the Purchase Orders this Invoice is on, the Credit Requests, and the ability to Export Invoice to PDF.

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Select the Purchase Orders or Credit Requests dropdown to see the associated with this Invoice. Select one to be taken to that PO or CR.

1. On a Purchase Order, you will not be able

Currently not available.

1. to make any changes except to the status.

2. Credit Requests you have the ability to make changes.

View details and/or make changes as needed. Select Save.

To go back, select back on your browser, or go to the Credit Requests dropdown and select your credit request.

When everything is balanced and entered correctly, you are able to change the Status to open. Once it is in Open status, the Add Memo button will appear.

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Add Memo button appears upon Open status. Upon selection, Memo field becomes active. (see example on right)

Fill in Memo information. Select checkbox Is Check if applicable. Once entered, the Memo Details button will function and bring up pop up display.

In Memo Details, when you select +Add Products, the products on the credit request will be available for add. Select the products desired and press OK.

In Memo Details window, it will ask you to enter the Resolved, Cancelled and Denied quantities. These quantities must equal the Returned amount.

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Enter Resolved Amount, cannot exceed the item cost.

IF the Status is Unresolved, checkbox Write Off is available. Select if you are Writing Off the products.
IF the Status is Resolved, checkbox will be unavailable (but will keep selection) and Memo Details grey out and become unable to be edited other than status. Select Close when done.

Select either Batch Resolve to resolve Memo(s), Batch Cancel to cancel Memo(s), or the trashcan button to delete the memo.