Debit Memo Overview

The Debit Memo form is used to Create New Debit Memo once you have received purchases from your Vendors.

The Debit Memo form allows you to create, edit and view information on a Debit Memo transaction.  This form is used to provide your vendor with a Debit Memo transaction for items that you will return to them.

This form may be used to add, edit or delete records in the Debit Memo form.  To add new Debit Memo, simply click on the Create New Debit Memo topic from the Main Menu topic of Debit Memo.  If you need to edit existing Debit Memo, just click on the Debit Memo topic from the Main Menu topic of Debit Memo, Find the record you want to edit and make any necessary changes to the fields for that record. For complete details on all the field descriptions for this form and a step by step guide on how to enter new Debit Memo.

The record navigation buttons at the bottom of the form are used to move from one record to another.  It also displays how many records are in the Return to Vendor form and what record you are currently on.  Clicking on one of the four buttons will navigate you through your existing data.  You may use the Find button to find a specific record.

There are several helpful options that can be set in the Company Preferences forms to help make data entry easier and faster.  One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.  You should also take a look at the Security form > Default Accounts tab and the Starting Numbers form for other related options that can be set.

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

The New button will clear the form to allow a new Debit Memo to be added.

The Save button will save the selected Debit Memo.

The Find button will enable you to Find Debit Memo.

The Delete button will delete the selected Debit Memo.

The Undo button will cancel out the last change/s done to the record reverting it to its older state.

The Print button will open the Print Debit Memo form where you can adjust settings and print a Return to Vendor.

The Duplicate button under the Tools menu (click the Tools button to open the Tools menu) will create a duplicate of a specific Return to Vendor.

The Post or UnPost button will post or unpost the bill and update the general ledger.

The Debit Memo Message button under Tools menu (click the Tools button to open the Tools menu) will allow user to have a custom message appear on the printed Debit Memo

 The Schedule button under the Tools menu (click the Tools button to open the Tools menu) will open the Schedule Activities form, which will allow you to schedule an activity to be displayed in the Day Planner calendar.

The Vendors button will open the Vendors form to the selected vendor.

The Vendor Notes button under the Tools menu (click the Tools button to open the Tools menu) will open the Vendor Notes List form where you can view any notes about the selected vendor.

The Receipt button will open the Add Return to Vendor form, which will show list of Purchase Receipts.

The Payables button will open the Pay Bills form where you can make payments for bills/other transactions such as Purchase Orders with the           particular vendor.

The Purchase Order Notes button will the Debit Memo Order Notes form where you can enter any notes about the selected purchase order.

The Inventory button will open the Find Inventory form where you can search for inventory items.

The Prepayment button will allow you to create a Vendor Prepayment for the this purchase order.

The Purchase Order Message button will open the Debit Memo Order Message form where you can enter a message for the Purchase Order and have it print on the printed Purchase Order.

The Vendor History button under the History menu (click the History button to open the History menu) will open the Vendor History form where you can view all the posted transactions that have been placed with a vendor in the past.

The Item Purchase History button under the History menu (click the History button to open the History menu) will open the Item Purchase History form where you can view all the items purchased from the selected vendor.

The Purchase Transaction History button under the History menu (click the History button to open the History menu) will open the Purchase Transaction History form where you can view the complete history of the selected transaction.

Press F1 or click F1-Help button in the Status bar for help on how to use the Debit Memo Overview form.