Credit Memo Items (Deprecated)

The Credit Memo functionality in FieldFX has been deprecated. Contact your account representative for another solution.

Introduction

A credit memo item is an invoice item or price book item on a credit memo.

Prerequisites

To use credit memo items, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

Relationship with Invoice Items

You can add items from any invoice to a credit memo.

How Data is Copied from Invoice Items

When you add an invoice item to a credit memo, data copies from the invoice item to the credit memo item.

Data copies between the following managed fields by default:

Invoice Item Field Credit Memo Item Field

FX5__Catalog_UOM__c

FX5__Catalog_UOM__c

FX5__COGS_Account__c

FX5__COGS_Account__c

FX5__Description__c

FX5__Description__c

FX5__Extended_Amount__c

FX5__Extended_Amount__c

FX5__Income_Account__c

FX5__Income_Account__c

FX5__Item_Code__c

FX5__Item_Code__c

FX5__Price__c

FX5__Price__c

FX5__Price_Book_Item__c

FX5__Price_Book_Item__c

FX5__Qty__c

FX5__Qty__c

FX5__Sequence_Number__c

FX5__Sequence_Number__c

You can add custom fields to copy additional information between invoice items and credit memo items.

Make sure custom fields have the same name, data type, length, and decimal places on both the Invoice Item and Credit Memo Item objects.

Best Practice

Don’t use same or similar names for FieldFX standard objects, fields, and API Names. Using the same or similar names could cause performance issues in Salesforce platform and FieldFX.

Relationship with Price Book Items

You can add items from any price book to a credit memo.

How Data is Copied from Price Book Items

When you add a price book item to a credit memo, data copies from the price book item to the credit memo item.

Data copies between the following managed fields by default:

Price Book Item Field Credit Memo Item Field

FX5__Catalog_Description__c
FX5__Description_Override__c [1]

FX5__Description__c

FX5__Catalog_Item_Code__c

FX5__Item_Code__c

FX5__Catalog_UOM__c

FX5__Catalog_UOM__c

FX5__COGS_Account__c

FX5__COGS_Account__c

FX5__Default_Qty__c

FX5__Qty__c

FX5__Discount_Percent__c

FX5__Discount_Percent__c

FX5__Income_Account__c

FX5__Income_Accout__c

FX5__Price__c

FX5__Price__c

FX5__Sequence_Number__c

FX5__Sequence_Number__c

You can add custom fields to copy additional information between price book items and credit memo items.

Make sure custom fields have the same name, data type, length, and decimal places on both the Price Book Item and Credit Memo Item objects.

Best Practice

Don’t use same or similar names for FieldFX standard objects, fields, and API Names. Using the same or similar names could cause performance issues in Salesforce platform and FieldFX.

Step-by-Step Guides

Adding Credit Memo Items

  1. Access FieldFX Back Office.

  2. Open the Credit Memos tab.

  3. Open the credit memo.

  4. Move down to the Credit Memo Items related list.

  5. Click New Credit Memo Item.

  6. Complete one of the following:

  7. Enter details.

  8. Click Save.

Recommended Reading

1. If you don’t make an entry in the FX5__Description_Override__c field, credit memo items inherit their description from the FX5__Catalog_Description__c field in the price book item.