Acknowledging a Pending Credit Memo

Use this feature if you have selected the Manually - when return is confirmed, user manually acknowledges option in your repair facility profile.

See Selecting a Credit Memo Acknowledge Option.

To acknowledge a pending credit memo from the Parts Dashboard

1. Click Dashboards, and then select Parts from the menu bar. The Parts Dashboard screen opens.
2. Click the Pending Credit option. The pending credits appear in the Search Results pane.
3. Select the repair order, and then select Acknowledge from the mini-toolbar. The Credit Memo screen opens.
4. Enter the vendor's credit memo number in the Vendor Credit # field (required).
5. Click Acknowledge and Close from the toolbar. The information is saved, the document status is changed to Acknowledged, and the Credit Memo screen closes.

To acknowledge a pending credit memo from the menu bar

1. Select View > Credit Memos from the menu bar. The Credit Memo Search screen opens.
2. Enter your search criteria in the Credit Memo search criteria panel, and then click Search. The credit memos that match the search criteria appear in the Search Results pane.
3. Select the credit memo, and then click Acknowledge from the mini-toolbar. The Credit Memo screen opens.
4. Enter the vendor's credit memo number in the Vendor Credit # field (required).
5. Click Acknowledge and Close from the toolbar. The information is saved, the document status is changed to Acknowledged, and the Credit Memo screen closes.

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