Searching Credit Memos

The Credit Memo Search feature allows you to use search criteria that includes Return Number, RO Number, Vendor Name, Credit Number, Invoice Number, Create Date range, and Status.

To search for a credit memo

1. Click View > Credit Memos from the menu bar. The Credit Memo screen opens.
2. Enter your search criteria in the Credit Memos search panel, and then click Search. The credit memos that match the search criteria appear in the Search Results pane.
3. Double-click on the credit memo you want to view. The Credit Memo screen opens.

Note: Alternately, perform a search for the repair order. While in the open repair order, click on the Parts tab, and then click By Document Type from the Views pane.