Voiding a Pending Credit Memo

The ability to void acknowledged Credit Memos (parts returns and partial credits). There is a security permission associated with this feature to control which users may execute this action.

To grant users this permission, select Configure > Security Roles, and then edit the user role. From there, select (check) Credit Memos - Void acknowledged parts returns and partial credits.

To void a credit memo from the Parts Dashboard

1. Click on Dashboards, and then click Parts from the menu bar. The Parts Dashboard screen opens.
2. Click on the Pending Credit option. The repair orders with Parts Pending Credit details appear in the Search Results pane.
3. Click on the repair order, and then click Void from the mini-toolbar. The Void Credit Memo confirmation screen opens.
4. Click Yes. The credit memo status is changed to Void, and the credit memo is removed from the details pane.

To void a credit memo from the workfile

1. Click View > Credit Memos from the menu bar. The Credit Memo Search screen opens.
2. Enter your search criteria in the Credit Memo search panel, and then click Search. The credit memos that match the search criteria appear in the Search Results pane.
3. Click on the pending credit memo with a documents status of Pending that you want to void, and then click Void from the mini-toolbar. The credit memo document status is saved.

Note: Credit memos that have a document status of Void cannot be edited.

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