Description

Did your service expenses exceed the contracted budget? Has a customer failed to pay a portion of their bill? This Credit Memo app allows you to track these credits in one place, allowing you to report on any unexpected losses of income.

The Credit Memos process app allows you to track your credit notes or credit memos from your services organization. Your service staff can have the credit memo requests routed to the appropriate managers, allowing them to gather the necessary approvals.

This application can route the request the appropriate manager. If necessary, the request can be routed to the accounting department or to upper management for the appropriate approvals. The credit request can then approved or rejected, tracking the amount that should be rebilled to the customer.

This application can be easily integrated into your existing contract management application, or if you need it, you can download the Contract Execution app from Serena Central to get started. You can post from the contract management application into this application, where you can gather necessary approvals and track any credit memo requests.

Process app type: Templates

Required SBM: 10.1.5

Complexity: Novice

Minimum Requirements

SBM 10.1.5

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Releases

Release
Size
Date
Templates(Version 2) V2
247.0 KB
  |  
Oct 31, 2018
More info Less info
Product compatibility
Release notes

The Credit Memos process app helps you track your credit notes or credit memos from your services organization. 

Languages
English
Files
Templates(Version 1) V1
247.9 KB
  |  
Oct 31, 2018
More info Less info
Product compatibility
Release notes

 The Credit Memos process application blueprint file. 

Languages
English
Files

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release-rel-2021-6-2-4227 | Fri Jun 18 00:18:29 PDT 2021