Pending, Acknowledged or Void - Parts Return Screen

Use this screen to enter the vendor's credit memo information when the document status is Pending. Once the document status is changed to Acknowledged, then you cannot make any changes. You can also void a credit memo after it has been created. Some fields and options in this screen are different from the Untitled - Parts Return screen.

Description of fields on the screen

Field Label Description
(document header) The blue document header displays the repair order summary information on the Purchase Order screen: RO Number, Owner, Vehicle (year, make, model), License (plate number), Estimator, Insurance Company, VIN, and Exterior Color.
Parts Return (ro number)-CM-nnn (document status) This field is the generated repair order number, the initials CM, and the actual document number of the parts return (e.g., 12444-CM-001) including the document status. The status can be Pending, Acknowledged, or Void.
Vendor Name The vendor selected when the credit memo was created is displayed in this field. This field cannot be edited.
(vendor contact card icon) Selecting or hovering you mouse over this icon opens the vendor contact information pop up window.
Return Date The date the credit memo was created. This field cannot be edited.
Return Number This number is the Request # when the credit was created. This field cannot be edited.
Credit # Enter the actual vendor credit number. This is a required field.
Credited Date The current date is displayed by default. Enter the date or click the calendar icon and select it from the popup window.
Credited Total $ Enter the credit amount from the vendor's credit memo.
Comments Sent To Vendor The comments entered in this field when the credit was created appear here. This field cannot be edited.
Additional Comments Enter any additional comments in this field.
Attach - From Folder This allows you to browse to the folder location where attachments can be selected. This option is enabled for Pending and disabled for Acknowledged and Void credit memo status.
Attach - From Camera/Scanner This allows you to browse to the folder location of a camera or scanner where attachments can be selected. This option is enabled for Pending and disabled for Acknowledged and Void credit memo status.
Delete Selected attachments in the pane are removed using this option. This option is enabled for Pending and disabled for Acknowledged and Void credit memo status.
(attachment pane) Attachments that appear in this pane also appear in the workfile Attachments tab.
Subtotal $ This is the total amount of all part lines with Return status. This field cannot be edited.
Freight $ Enter any shipping costs in this field. This field cannot be edited when the document status is Acknowledged or Void.
Restock Charge $ Enter any charges for restocking. This field cannot be edited when the document status is Acknowledged or Void.
Grand Total $ The sum of subtotal, freight, and restocking amounts. This field cannot be edited.
Variance $ This is the dollar difference from the credit memo Grand Total amount compared to the actual amount credited by the vendor. This field cannot be edited.

Description of fields in the part lines grid

Field Label Description
Part Number The part number from the estimate line is displayed here. This field cannot be edited.
Description The description of the part from the estimate line is displayed in this field. This field cannot be edited.
Part Type The value in this field indicates the type of part or miscellaneous type of the part line. This field cannot be edited.
Invoice Number This is the original invoice number of the part line. This field cannot be edited.
Received The quantity of the part line received from the invoice. This field does not appear after the new credit memo has been saved. This field cannot be edited.
Returned Enter the quantity to be returned.
Return Reason Select the return reason from this droplist. This is a required field.
Unit Cost $ This is the part line cost amount of the part.
Extended Cost $ This value is calculated using the unit cost amount multiplied by the returned quantity for the part line.

Toolbar, menu options and other fields on the screen

Field Label Description
File The menu bar File options include Acknowledge and Close, Save and New, Save and Close, Print Preview, Print, and Close.
Actions The Void option is available.
Help This option launches the CCC ONE Online Help screen.
Save and Close This option saves the document and closes the screen.
Save and New Selecting this option saves the document, closes the current screen, and opens a new credit memo partial return screen.
Acknowledge and Close This option is displayed when the document status is Pending. Selecting this option changes the document status to Acknowledged and closes the screen. This is also a toolbar option.
Print Select this toolbar option to print the Parts Return document. This option also a droplist that allows you to print a Parts Reconciliation document, or Part Labels. This is also a toolbar option.
Print Preview Select this toolbar option to view the Parts Return document. This option also a droplist that allows you to view a Parts Reconciliation document, or Part Labels. This is also a toolbar option.
Close The screen closes without saving any changes.

See Also

Acknowledging a Pending Credit Memo

Voiding a Pending Credit Memo

 

 

 

 

 

 

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