Credit Memo Email Notifications

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Credit Memo Emails are sent to Notify Suppliers, Buyers, and Approvers of status and actions needed on Credit Memos.

See Documentation Topics:

Credit Memo Email Notifications

Failed Credit Memos Grid

Approve Credit Memos

Credit Memo Grid and Details (Supplier)

Credit Memo Emails

Credit Memo-related emails sent by the system include all relevant details and present credit memo details consistently across all the types. All Credit Memo-related emails feature the same details in the body of the message, with the Subject line and Greeting/message specific to the type of email being sent. Sample Emails are included here for each Email Type.

Configure Receivers of Emails

Supplier

The Supplier designated to receive the email is configurable in the Admin Control Panel at Suppliers > Manage Suppliers. Choose a Supplier and access Supplier Notifications tab to set the fields under the Credit Memo Notifications section.

Specify Supplier User
Add Alternative Email Address if needed.

There is an additional override that can be specified in the Admin Control Panel at Suppliers > Manage Suppliers > {select Supplier} > General tab > "Override Global Configuration: Email supplier Invoice and Credit Memo comments to:"

Credit Memo Approver

Credit Memo Approver can be configured based on the Credit Memo Approval Rule that is created.

The Approver can be determined in the Lookup Entity tab in DOCUMENT RULES > Payable Rules > Credit Memo Approval Rules > Approval Rules > Rule Information.

Credit Memo Email Types, Receivers, Templates and Details

Email Notifications for Credit Memos are listed here with Examples following.

Action	Subject	Configuration	Greeting	Example Template
Credit Memo is Created	Email sent to the Supplier User Email sent to address set in Override Global Configuration field	Email to supplier is configurable by going to Menu > Suppliers > Manage Suppliers. In the Supplier settings go to Supplier Notifications tab set the fields under the Credit Memo Notifications section Specify Supplier User Add Alternative Email Address if needed. To set the Override Global Configuration field go to Menu > Suppliers > Manage Suppliers> General tab> Override Global Configuration: Send Invoice and Credit Memo notifications to internal email address	Supplier User: Dear {Supplier Name}, {CRD-number} has been created on {date}.	buyerquest_invoicing_template_notification
Comment is Made on Credit Memo	Email to PO Requester Email to Supplier	Set Default configuration for Credit Memo Comments from supplier to an internal address at System Configurations > Payables > Invoice Configurations > "send invoice notifications to this internal email address" Supplier: Supplier User's Contact Email Address' Alternate Email Addresses in Supplier Credit Memo Notifications in Notification Tab, Supplier Record Buyer: Email Address at Supplier Record > Notifications Tab > Internal Invoice Notifications > Internal User and Alternate Email Addresses	Supplier User: Dear {Supplier Name}, A comment was added to {CRD-number} on {date of comment} by {Username of Commenter}. Comment: {Comment that was made.} User: Dear {Username}, A comment was added to {CRD-number} on {date of comment} by {Username of Commenter}. Comment: {Comment that was made.}	buyerquest_docmanager_creditmemo_comment
Credit Memo Requires Approval	Credit Memo CRD-00729 requires Approval		Dear {Name of CM Approver}, Online Submissions Dear {Name of Credit Memo Approver}, {CRD-number} submitted by {Name of CM Creator} on {date of CM creation} requires your approval. Reason for Approval {Rule Name} cxml/csv Submissions Dear {Name of CM Approver}, {CRD-number} submitted by {supplier name} on {date of CM creation} requires your approval. Reason for Approval {Display Message} If not set, then show {Rule Name}	buyerquest_docmanager_invoice_notification_approver
Credit Memo Approved	Credit Memo CM-00729 was Approved		Supplier User: Dear {Supplier Name}, {CRD-number} was approved. Buyer User: Dear {Buyer}, {CRD-number} was approved.	buyerquest_docmanager_invoice_notification_supplier buyerquest_docmanager_invoice_approver_accept
Credit Memo Denied	Credit Memo CRD-00729 was Denied		Supplier Credit Memo Notification Recipient(s): Dear {Supplier Name}, {CRD-number} was denied. Reason: {Denial Reason} Buyer User: Dear {Buyer}, {CRD-number} was denied. Reason: {Denial Reason}	buyerquest_docmanager_invoice_approver_reject buyerquest_docmanager_invoice_notification_buyer
Credit Memo Requires Reconciliation	Credit Memo CRD-00729 requires Reconciliation	Recipients are: Reconciler Delegate when OBO	Dear {Name of CM Reconciler}, {CM-number} submitted by {supplier name} on {date of CM creation} requires reconciliation. Reason for Reconciliation {Rule Name}	buyerquest_docmanager_invoice_notification_reconcile
Credit Memo Exception is Auto Cleared	Credit Memo Reconciliation Information for CRD-number	Recipient is Reconciler	Dear {Name of CM Reconciler}, The Credit Memo reconciliation exception listed below for {CRD-number} submitted on {date of CM creation} has been auto cleared.
Credit Memo status updated to Failed ERP Validation	Credit Memo <number> failed validation and needs to be updated		Users selected in the Send Failed Invoice/Credit Memo notifications to configuration Dear (User first and last name), <CRD-number> failed validation and needs to be updated View Credit Memo Details	buyerquest_docmanager_creditmemo_notification_supplier