Would you like to link a credit memo to a serial numbered item being returned from the invoice used to purchase it? Stay calm and follow these instructions.
The first step is finding the invoice containing the serialized item. It can be found by using the
“Invoice by Serial No” option that Fetch offers. Of course if the invoice is known, simply navigate to the Sales Module and go to the invoice.
Choose the
Add button when the invoice is displayed and on the
New Order screen that is displayed, select the
“Credit Memo” radio button option and the
“Create Return Line From AR Invoice” check box.
The invoice ID is automatically entered along with today’s date. Selecting the
Continue button will display the
Line Item Selection screen.
Here line items that are being returned can be chosen. Tap the
Continue button once the serialized item (s) and quantity have been specified.
Next the
Serial/Lot/Trait Selection screen is displayed. The purpose of this screen is to specify the serial numbers (s) that are being returned. When done, select the
Continue button once again.
A credit memo is created and the information gathered is passed to it. The line(s) on the order are marked as
“Return”. After accepting the credit memo the serialized item(s) are marked to be received in inventory. When they are, the credit memo can be released.
This process ensures that only legitimate serialized items are returned to a company and provides complete traceability.
