MTS #20B Credit Requests
Purpose: To create a credit request for a specific product and to know how to use a Credit Request document.
Keywords: The following is a key term used in the SMARTSystem that you should be familiar with and understand:
Credit Request – is a process used by sales staff to identify customers that want a credit on product invoiced to them in the SMARTSystem. This process allows a document to be created and given to the customer in exchange for the returned product. A sales manager or supervisor approves the credit request and the next SMARTSystem End-of-Day processing will convert the Credit Request into a Credit Memo for the customer.
How to make a Credit Request:
1. Start the Credit Request process from the Sales Menu.
Sales Menu > click on Create Credit Requests
2. The Credit Request Screen is displayed:
On this screen, you can override the start and end delivery dates specified in the original sales order. Options to specific a specific customer or invoice number or a sales order number can also be entered.
3. Locate the product and double click on it to create a Credit Request by locating it on the specified invoice.
4. The Credit Request entry process works the same way as a standard Credit Memo, but it is not applied until approved.
5. The page opens to the related Invoice and displays the credit pop-up for the exact product chosen. The cursor is positioned for the Quantity Adjusted, Carnation Red Standard in this example.
6. Enter credit request quantity to adjust. If this quantity is to be returned to inventory, enter it in the field above.
7. In this example, the entire amount of product sold is entered in the Quantity Adjusted for 25 units.
8. The Carnation Red Standard is shown as entered to prevent it from being entered a second time. It will show as “Credited” until credit request is not approved:
9. Select the Credit Printer button to print the Credit Request.
10.The Credit Request is printed with a unique identification of “CR” in the upper right corner:
**The printed Credit Request can then be used as a returns document.
11.The Credit Request can be found by selecting:
Sales Menu > View Credit Memos
12.The Credit Request is added to the Credit Memo View as a Status “REQST” until it is approved. Once the Credit Request is approved it then becomes a Credit Memo.
On the bottom of the View Credit Memo screen, you can select in the Status Filter box to view All, credit Requests only or credit Memo’s only.
13.Once the merchandise is back in house or the manager approves the credit request from the View Credit Memo screen and it would become a Credit Memo.
14.To approve the Credit Request, choose the “Flag for Export” button on the right hand side of the screen.
