A Credit Memo (or Work Order) items may be added to a Quote as a Job Item.

 

Tutorial

1.Go to an existing Approved Order in the Approved Order browse table that should be adjusted. Make a note of the Order Number, which is now referred to as the First Order.

2.Un-approve the First Order so it may be accessed from the Quotes:Admin View browse table.

3.Locate the First Order in the Quotes:Admin View browse table and copy the Quote. Make a note of the new Quote Number, which is now referred to as the Second Order.

4.Before continuing with the Second Order go back to the First Order and re-approve to move it back into the Approved Order Table.

5.Go to the Main Menu option File > Maintenance > Quote Job Items and locate the Second Order and the Job Item that should be edited for a Credit Memo. Click the Edit CM/WO to open the record.

6.Note: You can delete the Second Order Job Items if they are not needed for the Credit Memo.

 

creditmemos&workorders

Edit the Credit Memo (or Work Order) Item

A.The Job Item window has been modified to disable most of the automated calculations. Note: Click on the Work Order Item checkbox to prohibit the record from being opened in the standard Quote Headers form windows.

B.It you are adjusting the record to a Credit Memo the values of the Gross Profit, COS and Sell Price should be entered as a (-negative) number.

C.The fields for the Total Cost, Gross Profit, Cost of Sales, Sell Price and Adjusted Sell Price are not automatically calculated.

 

creditmemos&workorders2

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