This is a part of the AP Credit Memos feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release.
AP credit memos with a Completed status will need to be reviewed and approved by a higher level user. If issues are found on an AP credit memo, the credit memo can be unlocked and edited as needed by either the higher level user or saved and later reviewed by a restaurant manager.
Once an AP credit memo is entered correctly and all unlinked items are managed, it can be approved.
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Review the Credit Memo
Review the item details of the AP credit memo to ensure that all aspects are entered correctly. If an update needs to be made, unlock the form and either update the form or save the form for a restaurant manager to update.
Automatically imported credit memos may bring in vendor items that are not mapped to existing purchased item records in R365. These items must be managed in the Unlinked Items tab that will appear.
Unlinked Items Tab
The Unlinked Items tab will be displayed if the vendor items brought in on an automatically imported credit memos are not linked, or mapped, to Purchased Item records in R365. These items are required to be mapped in R365 before marking the credit memo as Complete or approving the credit memo.
From this tab, users can link items to unlinked items. To learn how to manage unlinked items, click here.
Learn how to map Vendor Items to Purchased Items in R365.
Approve the Credit Memo
Once the form is reviewed and deemed as accurate, click the Approve button in the top ribbon of the sidesheet. This will mark the AP credit memo as Approved and replace this button with Unapprove.
