Credit Memo Blank Title 59835

Our accountant is trying to apply a balance using a credit memo, but after entering the customer and amount, she cannot go any further.  The invoice is grayed out and the unapplied amount stays the same.


Thanks in advance. 

Has anyone dealt with this before: I have to credit an invoice from our
legacy system in Vista. Since credit memos want an Invoice number, how
would one handle this since the invoice doesn't exist in this system?

Thanks!



M. Manasa Reddy
ERP / Inventory & Procurement Manager
Welding Company of America
manasa@...
P: 630-806-2000
F: 630-806-2001



[Non-text portions of this message have been removed]
I think you would have to tell more.



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Manasa Reddy
Sent: Thursday, October 11, 2007 11:34 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Credit Memo



Has anyone dealt with this before: I have to credit an invoice from our
legacy system in Vista. Since credit memos want an Invoice number, how
would one handle this since the invoice doesn't exist in this system?

Thanks!

M. Manasa Reddy
ERP / Inventory & Procurement Manager
Welding Company of America
manasa@... <mailto:manasa%40weldcoa.com>
P: 630-806-2000
F: 630-806-2001

[Non-text portions of this message have been removed]


This message has been processed via your triumphgroup.com e-mail
address.



[Non-text portions of this message have been removed]
Old System was MMS. I have an Invoice from MMS (invoiced and posted in
this system back in January). The freight company has taken this long
to send us a bill. Turns out the freight company quoted us let say
$1500, but actually billed us at $900. We invoiced the customer in
January for this $1500 in MMS. Customer has since paid us when we were
still using MMS.



We want to credit the customer the $600 difference, but this invoice
never existed in Vista only in MMS. Again, it was also paid in MMS.



How do we create a credit in Vista for this difference since the invoice
doesn't exist?



TIA,







M. Manasa Reddy

manasa@...

P: 630-806-2000

F: 630-806-2001

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Geary, Stephanie
Sent: Thursday, October 11, 2007 10:59 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Credit Memo



I think you would have to tell more.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: Thursday, October 11, 2007 11:34 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Credit Memo

Has anyone dealt with this before: I have to credit an invoice from our
legacy system in Vista. Since credit memos want an Invoice number, how
would one handle this since the invoice doesn't exist in this system?

Thanks!

M. Manasa Reddy
ERP / Inventory & Procurement Manager
Welding Company of America
manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
P: 630-806-2000
F: 630-806-2001

[Non-text portions of this message have been removed]

This message has been processed via your triumphgroup.com e-mail
address.

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
Is it still an active customer? Oh your on Vista sorry we have Vantage.
We wouldn't have to have an original invoice in the system to do a
credit memo. Just something to apply the credit memo to and you would
have that.



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Manasa Reddy
Sent: Thursday, October 11, 2007 12:09 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Credit Memo



Old System was MMS. I have an Invoice from MMS (invoiced and posted in
this system back in January). The freight company has taken this long
to send us a bill. Turns out the freight company quoted us let say
$1500, but actually billed us at $900. We invoiced the customer in
January for this $1500 in MMS. Customer has since paid us when we were
still using MMS.

We want to credit the customer the $600 difference, but this invoice
never existed in Vista only in MMS. Again, it was also paid in MMS.

How do we create a credit in Vista for this difference since the invoice
doesn't exist?

TIA,

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>

P: 630-806-2000

F: 630-806-2001

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Geary, Stephanie
Sent: Thursday, October 11, 2007 10:59 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Credit Memo

I think you would have to tell more.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: Thursday, October 11, 2007 11:34 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Credit Memo

Has anyone dealt with this before: I have to credit an invoice from our
legacy system in Vista. Since credit memos want an Invoice number, how
would one handle this since the invoice doesn't exist in this system?

Thanks!

M. Manasa Reddy
ERP / Inventory & Procurement Manager
Welding Company of America
manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
P: 630-806-2000
F: 630-806-2001

[Non-text portions of this message have been removed]

This message has been processed via your triumphgroup.com e-mail
address.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]


This message has been processed via your triumphgroup.com e-mail
address.



[Non-text portions of this message have been removed]
Yes the customer is still active, and Vista 8.0 is the same as
Vantage...the accounting side is the same.







M. Manasa Reddy

manasa@...

P: 630-806-2000

F: 630-806-2001

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Geary, Stephanie
Sent: Thursday, October 11, 2007 12:03 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Credit Memo



Is it still an active customer? Oh your on Vista sorry we have Vantage.
We wouldn't have to have an original invoice in the system to do a
credit memo. Just something to apply the credit memo to and you would
have that.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: Thursday, October 11, 2007 12:09 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Credit Memo

Old System was MMS. I have an Invoice from MMS (invoiced and posted in
this system back in January). The freight company has taken this long
to send us a bill. Turns out the freight company quoted us let say
$1500, but actually billed us at $900. We invoiced the customer in
January for this $1500 in MMS. Customer has since paid us when we were
still using MMS.

We want to credit the customer the $600 difference, but this invoice
never existed in Vista only in MMS. Again, it was also paid in MMS.

How do we create a credit in Vista for this difference since the invoice
doesn't exist?

TIA,

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>

P: 630-806-2000

F: 630-806-2001

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Geary, Stephanie
Sent: Thursday, October 11, 2007 10:59 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Credit Memo

I think you would have to tell more.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: Thursday, October 11, 2007 11:34 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Credit Memo

Has anyone dealt with this before: I have to credit an invoice from our
legacy system in Vista. Since credit memos want an Invoice number, how
would one handle this since the invoice doesn't exist in this system?

Thanks!

M. Manasa Reddy
ERP / Inventory & Procurement Manager
Welding Company of America
manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
P: 630-806-2000
F: 630-806-2001

[Non-text portions of this message have been removed]

This message has been processed via your triumphgroup.com e-mail
address.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

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address.

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
I guess I am missing something cause I don't see why that would be a
problem

You would create a credit memo for your customer and when they took that
debit on their next payment you would apply that credit memo to that
payment. I must really be missing the point.



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Manasa Reddy
Sent: Thursday, October 11, 2007 2:05 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Credit Memo



Yes the customer is still active, and Vista 8.0 is the same as
Vantage...the accounting side is the same.

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>

P: 630-806-2000

F: 630-806-2001

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Geary, Stephanie
Sent: Thursday, October 11, 2007 12:03 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Credit Memo

Is it still an active customer? Oh your on Vista sorry we have Vantage.
We wouldn't have to have an original invoice in the system to do a
credit memo. Just something to apply the credit memo to and you would
have that.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: Thursday, October 11, 2007 12:09 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Credit Memo

Old System was MMS. I have an Invoice from MMS (invoiced and posted in
this system back in January). The freight company has taken this long
to send us a bill. Turns out the freight company quoted us let say
$1500, but actually billed us at $900. We invoiced the customer in
January for this $1500 in MMS. Customer has since paid us when we were
still using MMS.

We want to credit the customer the $600 difference, but this invoice
never existed in Vista only in MMS. Again, it was also paid in MMS.

How do we create a credit in Vista for this difference since the invoice
doesn't exist?

TIA,

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>

P: 630-806-2000

F: 630-806-2001

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Geary, Stephanie
Sent: Thursday, October 11, 2007 10:59 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Credit Memo

I think you would have to tell more.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: Thursday, October 11, 2007 11:34 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Credit Memo

Has anyone dealt with this before: I have to credit an invoice from our
legacy system in Vista. Since credit memos want an Invoice number, how
would one handle this since the invoice doesn't exist in this system?

Thanks!

M. Manasa Reddy
ERP / Inventory & Procurement Manager
Welding Company of America
manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
P: 630-806-2000
F: 630-806-2001

[Non-text portions of this message have been removed]

This message has been processed via your triumphgroup.com e-mail
address.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

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address.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]


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address.



[Non-text portions of this message have been removed]
No, you are not, maybe I am wondering how it would work...but what you
are saying is that it doesn't matter if I have an invoice to credit
against. I should really only need an invoice to apply the credit.



So I guess I should be able to just create a miscellaneous invoice.







M. Manasa Reddy

manasa@...

P: 630-806-2000

F: 630-806-2001

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Geary, Stephanie
Sent: Thursday, October 11, 2007 1:14 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Credit Memo



I guess I am missing something cause I don't see why that would be a
problem

You would create a credit memo for your customer and when they took that
debit on their next payment you would apply that credit memo to that
payment. I must really be missing the point.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: Thursday, October 11, 2007 2:05 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Credit Memo

Yes the customer is still active, and Vista 8.0 is the same as
Vantage...the accounting side is the same.

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>

P: 630-806-2000

F: 630-806-2001

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Geary, Stephanie
Sent: Thursday, October 11, 2007 12:03 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Credit Memo

Is it still an active customer? Oh your on Vista sorry we have Vantage.
We wouldn't have to have an original invoice in the system to do a
credit memo. Just something to apply the credit memo to and you would
have that.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: Thursday, October 11, 2007 12:09 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Credit Memo

Old System was MMS. I have an Invoice from MMS (invoiced and posted in
this system back in January). The freight company has taken this long
to send us a bill. Turns out the freight company quoted us let say
$1500, but actually billed us at $900. We invoiced the customer in
January for this $1500 in MMS. Customer has since paid us when we were
still using MMS.

We want to credit the customer the $600 difference, but this invoice
never existed in Vista only in MMS. Again, it was also paid in MMS.

How do we create a credit in Vista for this difference since the invoice
doesn't exist?

TIA,

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>

P: 630-806-2000

F: 630-806-2001

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Geary, Stephanie
Sent: Thursday, October 11, 2007 10:59 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Credit Memo

I think you would have to tell more.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: Thursday, October 11, 2007 11:34 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Credit Memo

Has anyone dealt with this before: I have to credit an invoice from our
legacy system in Vista. Since credit memos want an Invoice number, how
would one handle this since the invoice doesn't exist in this system?

Thanks!

M. Manasa Reddy
ERP / Inventory & Procurement Manager
Welding Company of America
manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
P: 630-806-2000
F: 630-806-2001

[Non-text portions of this message have been removed]

This message has been processed via your triumphgroup.com e-mail
address.

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address.

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[Non-text portions of this message have been removed]
It does not require you to reference an invoice. It allows you to but it is
not required.


Edward F. Fox, Jr., CPA

Controller

Maxson Automatic Machinery Company

Phone 401-596-0162 a Fax 401-596-1050

www.maxsonautomatic.com <http://www.maxsonautomatic.com/>



_____

From: Manasa Reddy [mailto:manasa@...]
Sent: Thursday, October 11, 2007 12:09 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Credit Memo



Old System was MMS. I have an Invoice from MMS (invoiced and posted in
this system back in January). The freight company has taken this long
to send us a bill. Turns out the freight company quoted us let say
$1500, but actually billed us at $900. We invoiced the customer in
January for this $1500 in MMS. Customer has since paid us when we were
still using MMS.

We want to credit the customer the $600 difference, but this invoice
never existed in Vista only in MMS. Again, it was also paid in MMS.

How do we create a credit in Vista for this difference since the invoice
doesn't exist?

TIA,

M. Manasa Reddy

manasa@weldcoa. <mailto:manasa%40weldcoa.com> com

P: 630-806-2000

F: 630-806-2001

________________________________

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf
Of Geary, Stephanie
Sent: Thursday, October 11, 2007 10:59 AM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
Subject: RE: [Vantage] Credit Memo

I think you would have to tell more.

________________________________

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: Thursday, October 11, 2007 11:34 AM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Credit Memo

Has anyone dealt with this before: I have to credit an invoice from our
legacy system in Vista. Since credit memos want an Invoice number, how
would one handle this since the invoice doesn't exist in this system?

Thanks!

M. Manasa Reddy
ERP / Inventory & Procurement Manager
Welding Company of America
manasa@weldcoa. <mailto:manasa%40weldcoa.com> com
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
P: 630-806-2000
F: 630-806-2001

[Non-text portions of this message have been removed]

This message has been processed via your triumphgroup.com e-mail
address.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]






[Non-text portions of this message have been removed]
The invoice is irrelevant at this point. You can create a credit memo
without referencing an invoice. When the credit is taken by the customer on
the check, you would select the credit just like any other item being paid
on the check.


Edward F. Fox, Jr., CPA

Controller

Maxson Automatic Machinery Company

Phone 401-596-0162 a Fax 401-596-1050

www.maxsonautomatic.com <http://www.maxsonautomatic.com/>



_____

From: Manasa Reddy [mailto:manasa@...]
Sent: Thursday, October 11, 2007 2:19 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Credit Memo



No, you are not, maybe I am wondering how it would work...but what you
are saying is that it doesn't matter if I have an invoice to credit
against. I should really only need an invoice to apply the credit.

So I guess I should be able to just create a miscellaneous invoice.

M. Manasa Reddy

manasa@weldcoa. <mailto:manasa%40weldcoa.com> com

P: 630-806-2000

F: 630-806-2001

________________________________

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com] On
Behalf
Of Geary, Stephanie
Sent: Thursday, October 11, 2007 1:14 PM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
Subject: RE: [Vantage] Credit Memo

I guess I am missing something cause I don't see why that would be a
problem

You would create a credit memo for your customer and when they took that
debit on their next payment you would apply that credit memo to that
payment. I must really be missing the point.

________________________________

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: Thursday, October 11, 2007 2:05 PM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Credit Memo

Yes the customer is still active, and Vista 8.0 is the same as
Vantage...the accounting side is the same.

M. Manasa Reddy

manasa@weldcoa. <mailto:manasa%40weldcoa.com> com
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>

P: 630-806-2000

F: 630-806-2001

________________________________

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Geary, Stephanie
Sent: Thursday, October 11, 2007 12:03 PM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Credit Memo

Is it still an active customer? Oh your on Vista sorry we have Vantage.
We wouldn't have to have an original invoice in the system to do a
credit memo. Just something to apply the credit memo to and you would
have that.

________________________________

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: Thursday, October 11, 2007 12:09 PM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Credit Memo

Old System was MMS. I have an Invoice from MMS (invoiced and posted in
this system back in January). The freight company has taken this long
to send us a bill. Turns out the freight company quoted us let say
$1500, but actually billed us at $900. We invoiced the customer in
January for this $1500 in MMS. Customer has since paid us when we were
still using MMS.

We want to credit the customer the $600 difference, but this invoice
never existed in Vista only in MMS. Again, it was also paid in MMS.

How do we create a credit in Vista for this difference since the invoice
doesn't exist?

TIA,

M. Manasa Reddy

manasa@weldcoa. <mailto:manasa%40weldcoa.com> com
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>

P: 630-806-2000

F: 630-806-2001

________________________________

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Geary, Stephanie
Sent: Thursday, October 11, 2007 10:59 AM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Credit Memo

I think you would have to tell more.

________________________________

From: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: Thursday, October 11, 2007 11:34 AM
To: vantage@yahoogroups <mailto:vantage%40yahoogroups.com> .com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Credit Memo

Has anyone dealt with this before: I have to credit an invoice from our
legacy system in Vista. Since credit memos want an Invoice number, how
would one handle this since the invoice doesn't exist in this system?

Thanks!

M. Manasa Reddy
ERP / Inventory & Procurement Manager
Welding Company of America
manasa@weldcoa. <mailto:manasa%40weldcoa.com> com
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
P: 630-806-2000
F: 630-806-2001

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[Non-text portions of this message have been removed]
I am running Vista 8.03 and I just entered a credit memo without having
to referance an invoice. I just created a batch and then a new credit
memo and added lines to it. It did not require that I enter an invoice
it just allowed me to if I wanted


Kersten MacLennan
IT/ERP Analyst
Semrock, Inc.
3625 Buffalo Rd.,
Suite 6
Rochester, NY 14624
585-594-7009
585-594-7095 fax

kmaclennan@...

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_____

From: Geary, Stephanie [mailto:sgeary@...]
Sent: Thursday, October 11, 2007 1:03 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Credit Memo



Is it still an active customer? Oh your on Vista sorry we have Vantage.
We wouldn't have to have an original invoice in the system to do a
credit memo. Just something to apply the credit memo to and you would
have that.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: Thursday, October 11, 2007 12:09 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Credit Memo

Old System was MMS. I have an Invoice from MMS (invoiced and posted in
this system back in January). The freight company has taken this long
to send us a bill. Turns out the freight company quoted us let say
$1500, but actually billed us at $900. We invoiced the customer in
January for this $1500 in MMS. Customer has since paid us when we were
still using MMS.

We want to credit the customer the $600 difference, but this invoice
never existed in Vista only in MMS. Again, it was also paid in MMS.

How do we create a credit in Vista for this difference since the invoice
doesn't exist?

TIA,

M. Manasa Reddy

manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>

P: 630-806-2000

F: 630-806-2001

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Geary, Stephanie
Sent: Thursday, October 11, 2007 10:59 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Credit Memo

I think you would have to tell more.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Manasa Reddy
Sent: Thursday, October 11, 2007 11:34 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Credit Memo

Has anyone dealt with this before: I have to credit an invoice from our
legacy system in Vista. Since credit memos want an Invoice number, how
would one handle this since the invoice doesn't exist in this system?

Thanks!

M. Manasa Reddy
ERP / Inventory & Procurement Manager
Welding Company of America
manasa@... <mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
<mailto:manasa%40weldcoa.com>
P: 630-806-2000
F: 630-806-2001

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