iService has a set of built-in forms that can be configured to submit and approve credit memo requests. The process begins by submitting a request for a credit memo, which triggers an email to the requested approver. The approval email includes a link to an "Approve Credit Memo" form that presents Accept / Reject buttons.
This form can be configured according to your organization's needs. An example of this form is shown below. For details on configuring this form, talk to your local iService administrator or your One-to-One Service.com account manager.
An example of a credit memo submission form
In most cases, the form will be self-explanatory and you will simply complete and submit the request. There are some scenarios, however, were you might receive an error during submission. Those are described below.
When you submit your credit memo request, iService will send a notification to the approver with the link to the approval form. If the email address for the approver has been marked as undeliverable (i.e., bounced), the system will not be able to deliver the approval email to that user.
In those situations you will either need to select a different approver, or correct the email address within iService associated with the approver. Keep in mind that you can only update the login details for agents that are at a lower level than your user type. In most cases you will need to contact your local iService administrator to correct the email address for the approver.
To update the login details for the approver, search for their email address in the contact search pages.
The Submit Credit Memo form allows you to enter multiple orders in one request. The order number (e.g., invoice #, order #, waybill#, pro#, etc.) is used by your finance department to locate the transaction that requires credit. This number must be unique for each credit memo request. If it has already been used in a credit memo, whether or not it was approved, you will receive a message that the number exists.
In these cases, you should double check to determine whether you are requesting a duplicate credit. if you need to resubmit a request, your administrator might require you to append a value to the original number.
You should determine the proper protocol for these scenarios from your iService administrator responsible for handling credit memo requests.
The Submit Credit Memo form performs a search on the credit memo Order Number to see if it exists. These properties are attached to prior credit memo requests in the segment used by your Finance organization. Because of this, all users that submit credit memos must have access to search the Finance segment to determine if the credit memo has already been submitted.
If the user doesn't have access to the segment in which credit memos are created, the following error will be displayed.
You don't have the required segment access to submit this form. Please check with your iService administrator if you think you should have access to this page.
iService has a set of built-in forms that can be configured to submit and approve credit memo requests. The process begins by submitting a request for a credit memo, which triggers an email to the requested approver. The approval email includes a link to an "Approve Credit Memo" form that presents Accept / Reject buttons.
Specified email address is bounced.