Create a credit memo

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• Manual credit memo

  Part One: Create credit memo 1. Click the Open icon on the toolbar. The Select Form dialog box opens. 2. Type invoices,debits,and credit memos in the Filter field. 3. Click the Invoices, Debits, and Credit Memos list item. 4. Click the OK button. The ...

• Issuing and posting an RMA credit memo

  Part 1: Preview the RMA Status Report for To Be Credited RMA’s 1. Click the Open icon on the toolbar. The Select Form dialog box opens. 2. Type rma status in the Filter field. 3. Click the RMA Status Report list item. 4. Click the OK button. The RMA ...

• Create a Current BOM

  Part 1: Create current BOM for kit item 1. Click the Open icon on the toolbar. 2. Type current operations in the Filter field. 3. Click the Current Operations list item. 4. Click the OK button. The Current Operations (Filter in Place) form opens. 5. ...

• Create a Standard BOM

  Click the Open icon on the toolbar. 2. Type current bom cost roll up in the Filter field. 3. Click the Current BOM Cost Roll Up list item 4. Click the OK button. The Current BOM Cost Roll UP form opens. 5. Click Process. A dialog box with the ...

• Create a kit item

  1. Click the Open icon on the toolbar. The Select Form dialog box opens. 2. Type items in the Filter field. 3. Click the Items list item. 4. Click the OK button. The Items (Filter in Place) form opens. 5. Click the Filter in Place icon. 6. Click the ...