Project Portfolio Management – Generate Credit Memo
In this steps, we are showing step-by-step Guide on Generate Credit Memo
- Open Revenue from the Contract Management icon on the Home Page.
- Open Manage Events from the Tasks Menu.
- Choose the Actions button, then Create to Create and event.
- Enter Required Information. Choose Event Type of Credit Memo and enter a negative value for Amount in Bill Transaction Currency.
- Choose Save and Close.
- Choose Generate Invoices from the Tasks Menu.
- Enter Required Information
- Choose Submit
- Query Invoices on the Overview page.
- Go to Draft Invoices & Submit for Approval.
- Go to Submitted Invoices tab and Choose Approve.
- Choose Release.
- Choose Transfer Invoice Details to Receivables from Tasks Menu.
- Enter Required Information.
- Click Submit.
- Choose Confirm Invoice Acceptance Status in Receivables from the Tasks menu once AR has accepted the invoice.