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Credit Note

Last post 04-09-2014 9:57 AM by Method_Greg. 1 replies.
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  • 04-09-2014 6:36 AM

    Credit Note

    I have a problem with the Credit Memo Screen.

    When I call it in Pop-up with the RecordID of the Credit Memo created by Inserting in the table (Credit Memo, and Credit Memo Lines), some of the lines are Rate Percent (discounts) and the calculated amounts on the Pop up screen are calculated correctly, but when I open the Tab-Screen and select the Credit Memo created, the Rate percent amount appears as if the Rate Percent is ignored.

  • 04-09-2014 9:57 AM In reply to

    Re: Credit Note

    Hello Francisco,
        Can you post some screen shots of the two different Credit Memo screens?  Is the pop-up that is opening the Credit Memo screen customized? You can use programs like Imgur to post images online and use the URL's for the post.
        I did a look at the Credit Memo screen.  It does not allow you to set a Line Item as a '%' in Credit Memos.  If you take a look at the Invoice screen, it will have the % column in the Line Item grid.  The Credit Memo does not.  I looked into QuickBooks and you can put discounts in a Credit Memo. I'll ask to see why the column is not available.
       I think it's working for your pop-up because it is a customized screen and has been set-up to calculate percentages.

    - Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
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