Details
Since, all payments and credits for VFS customers are facilitated through VFS, before creating a Debit Memo, CR2 will obtain an authorization from VFS for any of the following types of Orders:
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Parts Sale Order
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Equipment Sale/Rental Order
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Work Order
CR2 allows to create a Debit Memo for both Full/Partial credit payments. Also, if an existing ‘Open Debit Memo’ is amended, then CR2 will ask for a new authorization for the ameded amount.
The process is applicable for all the 3 entry-points from where a Debit Memo can be created for an Invoice – From within the batch, From within the Order, and While cancelling an Order.
The usual process of keying-in a Auth Code manually in case of a system fail, is applicable in this workflow as well.
Sample Workflow
Prerequisite: To create a Debit Memo, we need an Invoice (already Posted) showing a negative amount.
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Open the desired Invoice (which is already posted and has a negative amount displayed).
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Double-click on the Invoice line and select it. Click ‘Full Debit’ icon on the menu-bar.
Figure 48: Invoice ID [INV00022] already posted, showing total amount in negative.
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Click ‘Yes’ when prompted for confirmation.
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Enter an appropriate ‘Reason/Remark’ in the dialog box when prompted.
Note: Reason/Remark field cannot be left blank, neither it does not accept Null Characters or Blank spaces.
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A prompt message box shows confirmation. Click Yes to generate a print copy for the credit memo.
Figure 49: Confirmation Message on completion of Debit Memo generation
Figure 50: Debit Memo for the Invoice