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Vendor Credit Memo Document Help

This page provides information on how and when to use Vendor Credit Memos.

A Vendor Credit Memo document is used to record a credit from a vendor; the credit can be issued against a Purchase Order, a previous Payment Request document, or to a specific vendor.

Routing

The Vendor Credit Memo document routes to:

  1. Fiscal Officer
  2. Any Organization Review (optional)
  3. Central Accounts Payable for final approval.

Attachments

A supporting attachment is required and should always be added directly to the document in the Notes and Attachments tab. PDF versions are recommended.