Distributing Transaction Lines in Credit Memos

When distributing transaction lines in a credit memo, you have the option to use a distribution template for easier distribution calculation.

Only users assigned with Custom CFO and Custom A/R Clerk roles can distribute lines and apply distribution templates to credit memos.

Important:

You must first ensure that Credit Memo is enabled in the transaction distribution preferences. For more information, see Setting Up Transaction Distribution Preferences.

Go to Transactions > Constituents > Issue Credit Memos.
Enter the required values in the Primary Information and Sales Information sections when issuing credit memos. For more information, see Issuing a Customer Credit Memo.
In the Classification section, from the Default Distribution Template list, select a distribution template to be applied to the credit memo.

The following fields will be populated based on the distribution template selected:
- Distribution Type
- Rate Type
(Optional) To disable the line level distribution template or quick rule and have all transaction lines based on the default distribution template, check the Disable Line Distribution Rule box.
Click the Items subtab.

To add items on a credit memo, see Adding Items on a Sales Transaction.
To apply a distribution template for an item line, select a template in the Line Dist. Template field. The field lists the templates based on the values selected in the Distribution Type and Rate Type fields in the Primary Information section.
(Optional) To create a line-level distribution rule for this item line, click Enter Quick Distribution. For further instructions, see Applying Quick Distribution Rule.
Click Save.

The SuiteApp supports both standalone credit memos and credit memos created from an existing invoice.

For more information about credit memos in general, see Customer Credit Memos.