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ReportHow do I create a CM & DM? Yes, I need a refresher course.
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How do I create a CM & DM? Yes, I need a refresher course.
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Microsoft Dynamics GP Support
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Hi,
Wellllll, first we need to know which module. For Payables, simply go into Payables Transaction Entry (Purchasing | Transactions | Transaction Entry) and change the document type to Credit. There really isn't a 'debit memo'. To accomplish the same thing, you'd just create a Payables transaction as an invoice. For Payables, your choices are Invoice, Finance Charge, Misc Charge (you could also use Misc Charge as a 'debit memo') , Return or Credit Memo.
Over on the Receivables side, it's pretty much the same thing. Launch the Receivables Transaction entry window (Sales | Transactions | Transaction Entry). The document types available are: Sales/Invoices, Debit Memos, Finance Charges, Service/Repairs, Warranty, Credit Memo and Returns.
For both PM and RM the difference between a Credit Memo and a Return is that for a return you can enter 'refund' payment information. It won't generate a refund check, but that's a whole different discussion.
If I were going to use the Misc Charge document type as a Debit Memo, I would go into the Payables Setup window and change the text that came up in the drop-down box. It would look like this:
If you are trying to do a 'credit memo' in SOP, you can't, that's not a document type. In SOP you would use a return so that you would restore the item to inventory.
Is that what you wanted to know?
Kind regards,
Leslie
For Receivable CM & DM, go to Transaction-->Sales-->Transaction Entry and choose the Document Type to CM or DM.
Note: You can find the AR user guide under documentation folder of your GP installed location. Or contact your GP partner to get some training about the same.
Hope this helps!!!
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