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<< Click to Display Table of Contents >> Void Open Credit Adjustment |
  
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<< Click to Display Table of Contents >> Void Open Credit Adjustment |
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The Void Open Credit Adjustment function allows you to void the open credit refunds and open credit write-offs that you have recorded using the Adjust Open Credit function. When voiding an open credit refund or write-off, the system reverses rather than eliminates the open credit refund or write-off transaction.
To void an open credit refund or write-off, perform the following steps:
1.Access the Void Open Credit Adjustment function from the Open Credit group in the Transactions menu of the Accounts Receivable module.
2.In the Customer # field, enter the number of the customer whose open credit refund or write-off transaction you want to void. Alternatively, you may click the Lookup button to select the customer number from a list.
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3.Enter in the Adjustment # field the adjustment transaction number of the open credit refund or write-off transaction that you will void in this function. You may also click the List box button to select from a list the appropriate adjustment #. Once an adjustment # is selected, information pertaining to the open credit or write-off transaction is displayed in the corresponding fields and in the Open Credit Details grid.
4.In the Void Date field, enter the date when you want the system to record the void open credit refund or write-off transaction. The default date is the current system date. You may enter another date in this field as long as it is not earlier than the actual date when the refund was recorded.
5.Review the information that is displayed in the Adjustment Details area and in the Open Credit grid. When you are ready to void the refund transaction, click the Void button in the function toolbar; otherwise, click Cancel.
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