Debit Memo
Contents
Process Description:
Debit Memos are not created from this page. They are used to change the received quantity, however this is not used for inventory adjustments, items received may have been incorrect or items are being returned.
Process:
The main page displays all In Process debit memos. There is an option to view confirmed debit memos as well as to perform an advanced search and to export data. When a debit memo is created from a Receipt, Primarius will automatically open the debit memo page and allow the user to confirm then print/email the debit memo. You cannot add a debit memo from this page, it's done from the original Receipt.
EDIT/VIEW
Locate the debit memo on the page or use the search field(s) to locate it then click on Edit and a new page with the debit memo details opens. (You cannot change a confirmed Debit Memo.) There are three tabs: Debit Memos, Debit Memos to Confirm and Debit Memos to Print. The number in the tab is how many orders are in that status. For instance, if there is a 7 in the Debit Memos to Print tab then there are 7 debit memos that need to be printed. All three tabs are necessary to complete the debit memo process. There are certain fields that can be changed about the debit memo and any changes made must be saved.
CONFIRM
To confirm a debit memo click Edit then click Confirm. A message displays The debit memo was successfully confirmed. To complete a debit memo it must be confirmed.
There is an option to Print a hard copy of the Debit Memo or to Email a copy of the debit memo.
Any fields marked with a * must be completed. Dark grey boxes are view only and cannot be changed.