How to create a credit memo

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Header Level

To create a credit memo at the Header level, perform the following steps:

1. The Ariba Supplier Network login screen is displayed. Log in with your valid credentials.
2. Click on Workbench > Orders > Edit Filter > Creation Date > Last 365 Days
   Once the Purchase Order reflects, you'll need to click on it.
3. Corresponding details of the selected PO are displayed. Select the Credit Memo option from the Create Invoice drop-down list.
4. Enter the required details in the Credit Memo Number and Supplier Account ID fields.
5. Enter the required details in the following mandatory (*) fields:
   1. Tax ID of Supplier
   2. Name (Issued by)
   3. Address 1 (Issued by
   4. Name (Invoice Recipient)
   5. Address 1 (Invoice Recipient)
   
6. Enter the required details in the City, State, Zip and Country fields within the Issued by and Invoice recipients.
   Use the drop-down functionality to select the relevant details, wherever applicable.
7. Enter the relevant shipping information.
8. To make an adjustment in the subtotal:
   1. Enter a negative amount for adjustment in the Adjustment in Subtotal field.
   2. Select the Configure Tax Menu option from the Create Tax drop-down list.
   
9. In the Configure Tax section, click the Create button to choose a tax category.
10. From the Tax Category 1 drop-down list, select the required option. In this example, select the Sales Tax option.
11. Enter the required percentage in the Rate field. You may also add a description in the Tax Description field. Finally, click the OK button.
12. Notice that your tax has been added in the Adjustment in Tax section. You can add more taxes by repeating the same steps.
13. In the Adjustment in Charges section, you can add the relevant values in the following fields:
    1. Adjustment in Special Handling
    2. Adjustment in Shipping
    
14. Click the Create Charge button.
15. Select the relevant charge type from the Select Charge Type drop-down list. In this example, select the Adjustment option.
16. Next, enter the relevant values in the (a) Charge Amount field. Note that if there is another tax to add, click the (b) Create Tax drop-down menu to repeat the previously added tax or configure a new one.
17. To upload an attachment for your adjustments:
    1. Click Choose File button and select the relevant PDF file from your local system.
    2. Once selected, click the Add Attachment button.
    3. The uploaded document name is displayed below. Click the Next button.
    
18. Your credit memo has been created. Click the Submit button.
19. The invoice created by you has been submitted. You can click the Print link to print a copy of the invoice or click the Exit button to exit the invoice creation window.

Line Level

To create a credit memo at the Line level, perform the following steps:

1. The Ariba Supplier Network login screen is displayed. Log in with your valid credentials.
2. ​Click on Workbench > Orders > Edit Filter > Creation Date > Last 365 Days
   Once the purchase Order reflects, you'll need to click on it.​
3. From the Create Invoice drop-down menu, select the Line-Item Credit Memo option.
4. The Line-Item Memo screen is displayed. Select the relevant invoice and click the Create Line-Item Credit Memo button.

Quantity Adjustment

1. Select the relevant entries and/or populate the following mandatory fields:
   1. Credit Memo Type: Select the Quantity Adjustment radio button
   2. Credit Memo #
   3. Credit Memo Date
   4. Supplier Tax ID
   
2. Populate the relevant information in the Additional Fields and Comment section, as required.
3. Select the checkbox against the item you want to adjust the quantity for.
4. Create the adjustment and add a relevant comment in the Comments field, as required. In this example, we debited the quantity for the selected item by 23 (from -33 to -10).
5. To add an attachment to the selected item, select the Attachment option from the Line Item Actions drop-down menu.
6. The Attachments screen is displayed. Here:
   1. Click the Choose File button to select the relevant file. Note that only PDF files can be uploaded within 10 MB.
   2. Once selected, click the Add Attachment button. The uploaded file is reflected here.
   3. Click the Next button to proceed.
   
7. Click the Submit button.
8. Your credit memo for quantity adjustment has been submitted. You can click the Print link to print a copy of the invoice or click the Exit button to exit the invoice creation window.

Price Adjustment

1. From the Create Invoice drop-down menu, select the Line-Item Credit Memo option.
2. The Line-Item Memo screen is displayed. Select the relevant invoice and click the Create Line-Item Credit Memo button.
3. On selecting the price adjustment, the CREDIT MEMO TYPE pop-up is displayed. To confirm the line item section to be reloaded, click the Yes button.
4. The Create Line-Item Credit Memo screen is displayed. Here, select the Price Adjustment radio button in the Credit Memo Type section. Next, populate the following mandatory (*) fields:
   1. Credit Memo #
   2. Credit Memo Date
   3. Supplier Tax ID (if it does not appear automatically)
   
5. Populate the relevant information in the Additional Fields and Comment section, as required
6. Select the checkbox against the item you want to adjust the price for.
7. Create the adjustment and add a relevant comment in the Comments field, as required. In this example, we debited the price for the selected item by 23 (from 33 to 10).
   The figure here will not be in negative.
8. To add an attachment with the selected item, select the Attachment option from the Line Item Actions drop-down menu.
9. The Attachments screen is displayed. Here:
   1. Click the Choose File button to select the relevant file. Note that only PDF files can be uploaded within 10 MB.
   2. Once selected, click the Add Attachment button. The uploaded file is reflected here:
   
10. Click Next.
11. Click the Submit button.
12. The price adjustment has been submitted. You can click the Print link to print a copy of the invoice or click the Exit button to exit the invoice creation window.