Remove Calculated Field into the Credit Memo and eSign it in minutes

Aug 6th, 2022
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How to Remove Calculated Field into the Credit Memo

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in previous videos Ive shown you how to create a calculated field in a pivot table and this pivot table has two of them well see in this video how to modify or change a calculated field and also how to remove one the first calculator field that we have is a very simple one it just takes the total and multiplies it by 3% to get a bonus for each product that a representative sold the other one is a little more complicated it has an if so if they sold more than a hundred units and thats in this column then theyd get that total amount by 3% otherwise they get zero these are just on the worksheet for reference we cant refer to these cells from within the calculated field Im going to change this rep bonus 1 so Ill click in there and go up to the analyze tab Fields items and sets go into calculated field and when I come in its trying to create a new field for me so its got a name and a formula ready to go but I want an existing one so Ill click here and find the rep bonus and there

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0:45 1:40 But we want to delete this for X reason lets double click the credit memo. Theres all the detailsMoreBut we want to delete this for X reason lets double click the credit memo. Theres all the details that weve entered. Were gonna hit more down here. And hit delete are you sure you want to delete
Delete a credit memo Select Customers in the navigation menu. Select the customer name the credit memo belongs to. Select More actions. Select Credit memos. Select the credit memo ref # Select the Trash can icon.
To change a credit memo request, you have the following options: In the Manage Credit Memo Requests app, choose the credit memo request you want to change and switch to change mode. In the Manage Credit Memo Requests app, choose the credit memo request ID and then choose Change Credit Memo Request.
Unapply a Credit Memo from an Invoice. Click the Customers tab at the top menu bar. Select Customer Center. Choose the customer. Double-click the credit memo. Press the Edit tab in the upper-left corner. Hit Delete Credit Memo.
If you want to remove billing blocks from credit memo requests, a PATCH request - /ACreditMemoRequest({CreditMemoRequest}) can be triggered to update the blocked credit memo request. If the property is maintained as below, the field for billing block will be left as initial.
How to zero out a credit memo Locate the appropriate credit memo. Press Ctrl + H to display History. Double-click the invoice. Choose Apply Credits. On the Previously Applied Credits window, clear the selection for credit. On the Apply Credits window, select Done. On the invoice, select Save and Close.
The reversal is allowed after the refund on the credit memo is cancelled or the credit memo is fully unapplied. You cannot reverse a credit memo if the corresponding accounting period has been closed or the credit memo has been transferred to accounting.
You can edit a billing request or delete its billing block. To do so, Select a billing request by clicking on the selection box to left of Document (i.e. billing request) column, Click on the Edit sales document or Delete billing block button.
On the Change View Maintain Sales Order Types: Overview screen, double click the credit memo request type you want to change. On the Change View Maintain Sales Order Types: Details screen, remove Y8 from the billing block.
To access the function for releasing credit memo requests, choose Logistics Media Sales and Distribution Media Product Sales and Distribution Sales Service Release to SD Release Credit Memos to SDorLogistics Media Sales and Distribution Press Distribution Customer Service Credit Memos Release to Sales and Distribution

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