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Help Center

Keying a Debit

******Always check for a DUPLICATE******

Go to the CBS Menu – Sales Order- Credit/Debit Entry- Debit Memo

Click the +
Enter in the correct bill to and ship to accounts. If debit is being processed due to incorrect address entry, you can search for the right bill to/ship to combination.
Enter in the Customer PO
Order Source and Key Code fields are left blank
Enter in item number and quantity (if you are keying a special item, please enter in the description as well)

Check price if debit is being processed due to incorrect pricing.
Enter in the reason code in the print message box on each line.
Once complete, select the first line and add a DETAILED attachment.
Click on
Key in ‘DM’ (all in caps) in the Template box
Hit the enter key on your keyboard and then click
Fill in the Orig Order # on line 1. Orig Invoice # on line 2. Reason code on line 3. A brief explanation on line 4.

Then click the
Click on
Enter in the reason code in the Print Message box .
Enter in the original invoice number in the 1^st shipping instructions box.

Click
Is the order billing on the account or a credit card?
- On the account, click and then Submit and Close.
- If on a credit card, see if the credit card is stored. If it is not stored, obtain the full credit card info from the customer. Then Submit and Close.

**Debits do not go on hold. ****IS can cancel a debit the same day you keyed, if needed****

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