Page Comparison

Credit Requests

Select + Add from the (Returns)Credit Requests homepage.
Fill out all required fields as indicated by an asterisk*
View field definitions below for more information. Fill out as needed.
Request Number will be automatically assigned.
Create Date will autofill at save.
Return Policy, Max Return Time, Return Comment, all default in based on Supplier information. (Will be blank if nothing is entered for the Supplier)
Include invoice information? checkbox defaults to checked. When deselected, “+Add Products(s) from invoices” button changes to “+Add Products Products” and an “Update Order Decisions?” checkbox appears.
If Update Order Decisions? checkbox is checked, a Term dropdown appears. Select Term.

Field	Definition	Field	Definition
Supplier*	Select Supplier from dropdown	Return Policy	Defaults based on Supplier. (In Suppliers > parameters > return policy)
Type	Select from dropdown: Return or Discrepancy	Max Return Time	Defaults based on Supplier. (In Suppliers > parameters > max days)
Request Number*	Automatically populates upon “Add”	Return Comment	Defaults based on Supplier. (In Suppliers > parameters > return comment)
Status*	Proposed: Is being worked on and not sent. Open:Is being sent to supplier Closed: Has been resolved and is complete	Include invoice information?	Select or Deselect. When deselected, checkbox “Update Order Decisions?” appears.
Permission Date	Enter in the date of when you sent the permission request or when you received permission. Optional field.	Update Order Decisions?	Select if desired. When selected, Term drop down appears
Create Date	Auto populates upon “Save”	Term*	Select Term from dropdown.
RMA Number	Enter Return Material Authorization (RMA) Number from Supplier if required.	Add Product(s) from Invoices	Select to add products to Credit Request
Postage	If there is postage, enter it here.	Remove	When product is selected, use to remove it

If “Include invoice information?” box is checked, +Add Product(s) from Invoices button will be available.
In the popup modal Add Product(s) from Invoices you will be under the first tab, Step 1: Invoices.
Select the desired Invoice.
Go to Step 2 : Line Items tab.
Select the Reason. *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 the Return Reason on the line item as needed.
Enter Return QTY for each item.
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: Invoices and Export PDF at the top of now the “Edit Credit Request” screen.
Invoices shows how many invoices are attached to this Credit Request. If selected it will take you to the selected Invoice.
Export PDF is the paper you will put in the box with the returns.
Move into an Open Status when you are ready to send to the Supplier.
Upon status change, new Add Memo button will be available. (see the next section below)

When memo is received from the Supplier, select Add Memo.
Fill in information as defined below.
Select Memo Details
In Memo Details, Select +Add Product(s) to open Add Product(s) window. Select products.
IF everything was approved and you just want to RESOLVE your Quantities follow these steps for the Memo.
1. Close the add products window after add.
2. Select Batch Resolve. This will fill in all amounts and resolve all and move to Closed status.
If everything was NOT approved.
1. In the Memo Details, enter in the Resolved/Cancelled/Denied QTY as applicable.
2. Enter Resolved Amount and used Write Off checkbox if applicable.
3. Change status to Resolved.
Credit Request is now in Closed status.

Field	Definition	Field	Definition
Resolved QTY	Quantity Resolved by Supplier	Memo/Check Number	Memo number or Check number
Cancelled QTY	Quantity Cancelled	Memo Date	Date of creation
Denied QTY	Quantity Denied by Supplier	Memo Amount	Amount in $
Resolved Amount	Resolved Amount in $ (cannot exceed Product Cost)	Is Check	Select box if it is a check
Status: Unresolved	unresolved and editable	Batch Resolve	Will resolve all current memos on Credit Request
Status: Resolved	Moves credit request into closed status when all are resolved.	Batch Cancel	Will cancel all current memos on Credit Request
Write Off	Check box if writing off this amount.	Postage	Postage amount in $

Status

colour	Red
title	First Published 04/26/2022

Status

colour	Blue
title	Edited 08/02/2023