How to determine when to reverse, delete, or un-apply a credit memo on a Work Order.
Return to Inventory Credit Memo
If the credit memo is a return to inventory credit memo, check to see if the product has been re-sold to another customer already?
- YES- Do not proceed with the Work Order if the credit memo is applied to multiple sales invoices and will require numerous sales invoice changes.
- NO- Proceed to below.
Is the credit memo applied to the correct invoices?
- YES- Have the developer change the credit memo date. Do not un-apply.
- NO-Proceed to below.
Is the credit memo applied to the wrong invoices?
- YES-Have the developer un-apply the credit memo
Is the credit memo for the wrong amount?
- YES- Have the developer delete the credit memo and the client can start over.
Is the credit memo for the wrong customer?
- YES- Have the developer delete the credit memo and the client can start over.