When you have created a service credit memo and filled it in, you can post the credit memo. If there are errors or a lack of information on the credit memo while posting, the process will be interrupted by an error message.
To post a service credit memo
In the Search box, enter Service Credit Memos, and then choose the related link.
Create a new service credit memo. On the Home tab, in the New group, choose New.
Fill in the necessary fields.
On the Actions tab, in the Posting group, choose Post. If you want to print the credit memo at the same time as you post, choose Post and Print instead.
To test credit memos before you post them, choose Test Report. When you run the report, the posting dates specified in the document are verified, and so on.
To post several service credit memos at the same time. run the Batch Post Service Cr. Memos batch job. This can be an advantage if you have a large number of credit memos that must be posted.
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| It is important to enter all the necessary information on the credit memos before they are batch posted. Otherwise, it is possible that they will not be posted. When the batch job has finished posting, a message is displayed that shows how many of the service credit memos have been posted. |
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |