Register vendor for the credit memo procedure

To settle an FM purchase order using the credit memo process, the vendor must participate in the credit memo process.

Prerequisite

• The vendor has been entered into the eTASK system

Procedure in the FM Portal

Path to the starting point: Property Management - Property Accounting/Cost Entry - Vendors - Vendor List

1. Open the record of the vendor you wish to register for the credit memo process.

2. Check the box for Participation in the credit note procedure.

3. Click Save in the toolbar.

FM orders with this vendor can now be settled via the credit memo procedure.