Menu Path: None
To use Print Credit Memo, perform one of the following:
In Order Entry or Order Edit, create a return order with only price adjustment type line items while using the express return orders feature.
In Return Order Receipt Confirm, confirm a return order receipt while using the express return orders feature.
In Return Order Credit Memo Authorize, authorize a credit memo for a return order while using the express return receipt feature.
Print credit memos.
Use Print Credit Memo to print credit memos in a batch.
Button |
Description |
Exit |
Click this button to close the Print Credit Memo window. |
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Click this button to output credit memos. |
Button |
Description |
Select |
Click this button to display Select a New Batch, which allows you to select a previously created batch. |
Open |
Click this button to display Open a New Batch, which allows you to create a new batch. |
Close |
Click this button to display Close A Batch, which allows you to close a batch. |
Edit |
Click this button to display Edit A Batch, which allows you to edit an existing batch. |
Field or Button |
Description |
This field displays the selected batch number. You can use the Batch tab in the ribbon to open or select a different batch. |
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Enter the date for the printed credit memos, or click the Lookup button to select a date. |
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Click the Lookup buttons to select the posting period and year for the credit memos. |
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Select this check box to ignore the customer invoice method entered in the Invoice Method field in Customer Maintenance. Select this check box if a customer is normally set up to use EDI for invoicing, but you want to print an invoice for the customer. This check box is cleared by default. |
Field or Button |
Description |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Select this check box to specify the file name of the output credit memos. This check box is only available if you select the File radio button. |
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Output Directory |
Enter the location for the output credit memos, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Enter a location and file name for the output credit memos, or click the Lookup button to navigate to and select a location and file name. This field is only available if you select the Specify File Name check box. |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Enter a subject for the credit memos email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the credit memos title. |
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Enter a prefix for the credit memos file name. This field is only available if you select the Email radio button. |
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Select this check box if you want to include additional comments with the emailed credit memos. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
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Select this check box to include the entire heading from the first page of the credit memos on all pages of the credit memos. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button. |
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Select this check box to include the credit memos title, page number, and printed date/time on all pages of the credit memos. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared. |
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Enter the first language for the credit memos, or click the Lookup button to select a language. |
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Enter the second language for the credit memos, or click the Lookup button to select a language. If you enter a language in this field, the credit memos is printed in this language and the language entered in the Report Language 1 field. |
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Select this check box to include horizontal shading on alternate lines of the credit memos to make it easier to read the data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button. |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Click the Lookup button to select the color of horizontal shading on the credit memos. This Lookup button is only enabled if you select the Horizontal Shading radio button. |
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Enter the number of copies of the credit memos to print. This field is only enabled if you select the Printer radio button. |
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Select whether the credit memos is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the process occurs. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
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Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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This grid displays report files set up for the credit memos, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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