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Credit Requests

  1. Select + Add from the (Returns)Credit Requests homepage.

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  2. Fill out all required fields as indicated by an asterisk*

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

  4. Request Number will be automatically assigned.

  5. Create Date will autofill at save.

  6. 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

  1. Will be blank if nothing is entered for the Supplier)

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

Products

  1. Products” and an “Update Order Decisions?” checkbox appears.

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

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Field

Definition

Field

Definition

Supplier*

Select Supplier from dropdown

RMA Number

Enter

Return

Material Authorization(RMA) Number

Type

Select from dropdown: Return or Discrepancy

Postage

If there is postage, enter it here.

Request Number*

Automatically populates upon “Add”

Return

Policy

Defaults based on Supplier. (In Suppliers > parameters > return policy)

Status*

Defaults to Proposed status, select from dropdown.

Type

Select from dropdown: Return or Discrepancy

Max Return Time

Defaults based on Supplier. (In Suppliers > parameters > max days)

Permission Date

Request Number*

Automatically populates upon “Add”

Return Comment

Defaults based on Supplier. (In Suppliers > parameters > return comment)

Create Date

Auto populates upon “Save”

Status*

Proposed: Is being worked on and not sent.
Open:Is being sent to supplier and is awaiting credit.
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

If “Include invoice information?” box is checked,

Select to add products to Credit Request

Postage

If you are requesting credit for postage, enter it here.

Remove

When product is selected, use to remove it

Add Product(s) from Invoices

button will be available.

  1. If “Include invoice information?” box is

not

  1. checked, +Add Product(s) from Invoices button will be available

. Scroll down to view instructions in “Add Product(s)

  1. .

  2. 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


  1. Select the desired Invoice.

  2. Go to Step 2 : Line Items tab.

  3. Select the Reason

for the return in the dropdown menu

  1. . *You will be able to change this on the line item level in the Add Credit Request screen.

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  1. Show Items With <=0 Stock On Hand will includeproducts whose SOH is 0 or less. The default is for this box to be unchecked so only products whose SOH is greater than 0 are displayed.

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

  3. Select OK.

  4. You are now able to change

your Cost or

  1. the Return Reason on the line item as needed.

  2. Enter Return QTY for each item

. As you do this, you will see your “Credit Total:” update

  1. .


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  2. 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.

  3. Save.

  4. Upon save, 2 buttons appear: Invoices and Export PDF at the top of now the “Edit Credit Request” screen.

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  5. Invoices

will allow you to select which Invoice to look at and

  1. shows how many invoices are attached to this Credit Request. If selected it will take you to

Edit

  1. the selected Invoice

screen

  1. .

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Add Product(s)

  1. In the DCC tab, you will be able to dictate what DCCs this AR Account can purchase.

  2. Currently not available.

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Field

Definition

Field

Definition

Customers Tab

  1. In the customers tab, you are able to see the customers who utilize this account. You are able to Unlink and Link Customer.

  2. When you select Link Customer a window will popup letting you search/select from a dropdown list of customers.

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    Enter in the Start Date and End Date.

  4. Enter the Credit Limit, this will update the Remaining Funds.

  5. Customer Balance is editable and will update the Remaining Funds field to reflect this balance.

  6. Select OK to close window.

  7. To Unlink a customer, highlight the customer you wish to remove, and select Unlink. A popup will ask you if you are sure you want to do this, if so, select OK to perform action. Otherwise Cancel.

  8. Save

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  1. Export PDF is the document you will put in the box with the returns.

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  2. Move into an Open Status when you are ready to ship the return to the Supplier.

  3. Upon status change, an Add Memo button will be available on the bottom right of the header section. (see the next section below)



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Add Memo

  1. When a credit memo is received from the Supplier, select Add Memo.

  2. Fill in information as defined below.

  3. Select Memo Details

  4. In Memo Details, Select +Add Product(s) to open Add Product(s) window. Select products.

  5. 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.

  6. 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.

  7. Credit Request is now in Closed status.

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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 on the supplier’s credit memo

Denied QTY

Quantity Denied by Supplier

Memo Amount

Total credit from the supplier’s credit memo

Resolved Amount

Resolved Amount in $ (cannot exceed Product Cost)

Is Check

Select box if you received a check instead of a credit to your account

Status: Unresolved

Leave at unresolved if you are still expecting credit

Batch Resolve

Will resolve all current memos on Credit Request

Status: Resolved

Set as resolved when you have received all credit you are expecting. The credit request will move into a closed status when all line items are resolved.

Batch Cancel

Will cancel all current memos on Credit Request

Write Off

Check box if writing off this amount.

Postage

Postage amount credited from the supplier’s credit memo

Status
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titleFirst Published 04/26/2022

Status
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titleEdited 0408/2602/20222023

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