Credit Memo

Internal ID: creditmemo

Supports Deleted Record Search

Fields

Internal ID	Type	nlapiSubmitField	Label	Required	Help
account	select	false	Account	false	Select the Accounts Receivable account that will be affected by this transaction. </P Click New to set up a new account.
althandlingcost	currency	false	Handling Cost	false	The handling cost automatically calculates depending on the shipping method you select in the Ship Via field. To change the cost of handling, go to Lists > Shipping Items and select the shipping method with the handling cost you want to change.
altshippingcost	currency	false	Shipping Cost	false	The shipping cost automatically calculates depending on the shipping method you select in the Ship Via field above. To change the cost of a shipping method, go to Lists > Shipping Items and select the shipping method you want to change. If you use UPS Real-Time rates, shipments over 150lbs are broken up into shipments less than or equal to 150lbs for charging.
amountpaid	currency	false	Amount Used	false
amountremaining	currency	false	Amount Remaining	false
applied	currency	false	Applied	false	NetSuite displays the amount of credit you applied below.
autoapply	checkbox	false	Auto Apply	false	Check this box to automatically apply credit to the oldest open receivable. If you clear this box, the credit amount defaults to unapplied and you must later apply the credit amount to an open receivable. Once you check or uncheck the Auto Apply box on a credit memo and save it, the box retains the setting the next time you enter a credit memo.
balance	currency	false	Balance	false
billaddress	address	false	Bill To	false
billaddresslist	select	false	Bill To Select	false	Select the appropriate billing address for this transaction. Select New to enter a new billing address.
billingaddress	summary	false		false
billisresidential	text	false	Shipping address is residential	false
class	select	false	Class	false
consolidatebalance	currency	false	Consolidated Balance	false
couponcode	select	false	Coupon Code	false
createddate	datetime	false		false
createdfrom	select	false	Created From	false
currency	select	false	Currency	true
currencyname	text	false	Currency	false	This customer's currency is shown in this field. All currency amounts on this transaction are shown in this currency.
currencysymbol	text	false	Currency Symbol	false
customform	select	false	Custom Form	true	If you customized a credit memo form, select it here, or click New to customize a new credit memo form.
deferredrevenue	currency	false	Deferred Revenue	false	Deferred Revenue: amount of revenue deferred on this transaction
department	select	false	Department	false
discountitem	select	false	Discount	false	You can select a discount for this credit memo if one was applied to the original sale. NetSuite fills the Rate and Discount Total fields based on the discount you choose. Leave this field blank if you do not want to apply a discount to this transaction.
discountrate	rate	false	Rate	false	NetSuite enters the rate for the discount item you selected. You can change the discount rate for this cash refund. Enter the discount as a dollar amount like 10.00, or as a percentage like 10%.
discounttotal	currency	false	Discount	false	NetSuite enters the amount discounted on this credit memo. If this discount item is taxable, the discount is applied before taxes. If it is not taxable, the discount is applied after taxes.
email	emails	true		false
entity	select	false	Customer	true	Select the customer for this credit. If you are using projects, select the appropriate project rather than the master customer account. To create a new customer record, select New. For details on existing customers and projects, go to <_TABNAME=LIST_CUSTJOB_> > <_TASKCATEGORY=LIST_CUSTJOB_> > Customers.
entitynexus	select	false	Nexus	false
entitytaxregnum	SELECT		Tax Reg. Number	false
estgrossprofit	currency	false	Est. Gross Profit	false	Estimated Gross Profit: Read-only field that equals the revenue amount minus the Est. Cost. At the transaction level, it equals the gross profit of all lines, factoring transaction-level discounts and markups.
estgrossprofitpercent	percent	false	Est. Gross Profit Percent	false	Estimated Gross Profit Margin, as a percentage: Read-only field that equals the Est. Gross Profit divided by revenue, expressed as a percentage. At the transaction level, it equals the gross profit percent of all lines, factoring transaction-level discounts and markups.
exchangerate	currency2	false	Exchange Rate	true	The currency's exchange rate is shown in this field. You can edit the exchange rate for this transaction only, or you can update the currency record with the exchange rate you enter here.
excludecommission	checkbox	true	Exclude Commissions	false	Check this option to exclude this transaction and its subordinate transactions from inclusion in all commission calculations.
externalid	text	false	ExternalId	false
handlingcost	currency	false	Handling Cost	false	Enter the amount the customer was charged for handling.
handlingtax1rate	text	false	Handling Tax Rate	false	The tax rate for this tax code is shown here.
handlingtaxcode	select	false	Handling Tax Code	false	Select the tax code that determines the tax for handling charges.
isbasecurrency	checkbox	false	Base Currency	false
ismultishipto	checkbox	false	Enable Item Line Shipping	false	Check this box if you want to allow shipping to more than one address, using alternative shipping methods, for this transaction. Checking this box adds the fields Ship To, Carrier and Ship Via fields to the Item line. Search "Multiple Shipping Routes" in the Help Center for more information.
istaxable	checkbox	false	Taxable	false
lastmodifieddate	datetime	false		false
leadsource	select	false	Lead Source	false	Select the lead source this transaction is associated with. If you use the Marketing Automation feature, your list of lead sources is your list of campaigns. If you do not use Marketing Automation, you can create new lead sources by going to <_TABNAME=LIST_CRMOTHERLIST_> > <_TASKCATEGORY=LIST_CRMOTHERLIST_> > CRM Lists > New and clicking Lead Sources.
location	select	false	Location	true
memo	text	true	Memo	false	If you wish, enter a memo to describe this credit. It will appear on reports such as the 2-line Accounts Receivable register that your customers can see if you give them permission to log in and view their transaction history.
message	textarea	false	Customer Message	false	Select a customer message that will appear on the Credit Memo form. To add additional choices to this list, go to <_TABNAME=LIST_ACCOUNTINGOTHERLIST_> > <_TASKCATEGORY=LIST_ACCOUNTINGOTHERLIST_> > Accounting Lists > New > Customer Message.
messagesel	select	false	Select Message	false	Select a customer message to appear on this form. For example, you may add "Thank you for your business!" Choose from the list of existing customer messages stored in Accounting Lists. The text of the selected message appears in the Customer Message field. In this field, you can optionally edit the message or enter a new customer message for only this transaction. To add messages to appear in the Select Message field, go to <_TABNAME=LIST_ACCOUNTINGOTHERLIST_> > <_TASKCATEGORY=LIST_ACCOUNTINGOTHERLIST_> > Accounting Lists > New, and click Customer Message.
muccpromocodeinstance	text	false	Promo Code	false
nexus	select	false	Nexus	false
otherrefnum	text	false	PO #	false	For your customers' convenience, you can enter their purchase order number here.
partner	select	true	Partner	false	The partner associated with this customer appears in the Partner field. You can change the partner for this transaction.
postingperiod	select	false	Posting Period	true	Select the period you want to post this credit memo to. If a period is closed, you cannot post to that period.
promocode	select	false	Promotion	false	Select a promotion code to apply to this transaction. Customers associated with a partner can only use that partner's promotion codes. If you select a promotion code associated with a partner, this transaction is attributed to that partner for reporting purposes. Create new promotion codes at <_TABNAME=EDIT_REFERRALCODE_> > <_TASKCATEGORY=EDIT_REFERRALCODE_> > Promotion Codes > New.
promocodepluginimpl	text	false	Promo Code	false
recognizedrevenue	currency	false	Recognized Revenue	false	Recognized Revenue: cumulative amount of revenue recognized for this transaction
revenuestatus	text	false	Revenue Status	false	The possible values for this field are: 1. Pending: indicates that no recognition has occurred. All revenue is still deferred. 2. In Progress: indicates that some recognition has occurred. 3. Completed: indicates that all recognition has occurred. No deferred revenue remains.
revreconrevcommitment	checkbox	false	Rev Rec on Rev Commit.	false	Check this check box to create a Revenue Commitment or Revenue Commitment Reversal. * On a Sales Order, the Revenue Commitment replaces an invoice * On a Return Authorization, the Revenue Commitment Reversal replaces a credit memo. NetSuite creates all applicable Revenue Recognition schedules the Revenue Commitment or Revenue Commitment Reversal.
saleseffectivedate	date	false	Sales Effective Date	false	You can change the sales effective date for this transaction. The sales effective date determines which commission plan and historical sales team this transaction applies to. If this credit memo is created from a return authorization, the sales effective date from the return shown in the Created From field is set by default for this credit memo.
salesgroup	select	false	Choose Team	false
salesrep	select	true	Sales Rep	false	NetSuite inserts the sales representative associated with this company on the customer record at <_TABNAME=LIST_CUSTJOB_> > <_TASKCATEGORY=LIST_CUSTJOB_> > Customers. If a different sales rep is assigned to this transaction, select that sales rep here. To add additional sales reps to this list, go to <_TABNAME=EDIT_EMPLOYEE_> > <_TASKCATEGORY=EDIT_EMPLOYEE_> > Employees > New.
shipaddress	address	false	Ship To	false
shipaddresslist	select	false	Ship To Select	false
shipisresidential	text	false	Shipping address is residential	false
shipmethod	select	false	Shipping Method	false	Enter the method used to ship this order to the customer.
shipoverride	text	false		false
shippingaddress	summary	false		false
shippingcost	currency	false	Shipping Cost	false	Enter the amount the customer was charged for shipping.
shippingcostoverridden	text	false	Shipping Cost Overridden	false
shippingtax1rate	text	false	Shipping Tax Rate	false	The tax rate for this tax code is shown here.
shippingtaxcode	select	false	Shipping Tax Code	false	Select the tax code that determines the tax charged for shipping.
source	text	false	Source	false
status	text	false	Status	false
statusref	text	false		false
subsidiary	select	false	Subsidiary	false
subsidiarytaxregnum	SELECT		Tax Reg. Number	false
subtotal	currency	false	Subtotal	false	This field shows the total of the items on this credit memo. This is the total before any discounts, shipping cost, handling cost or tax is added to the order.
syncpartnerteams	checkbox	false	Update Customer	false	Check this box if you want to update the sales team on the customer's record with changes you make here.
syncsalesteams	checkbox	false	Update Customer	false	Check this box if you want to update the sales team on the customer's record with changes you make here.
taxdetailsoverride	CHECKBOX		Tax Details Override	false
taxitem	select	false	Tax	false	NetSuite inserts the tax item for this customer from the record at Lists > Customers. To credit a previous sale, duplicate the tax item from that sale.
taxrate	float	false	Tax %	false	NetSuite inserts the percentage rate of the tax item from its record at Lists > Items. To credit a previous sale, duplicate the tax rate from that sale.
taxregoverride	CHECKBOX		Tax Registration Override	false
taxtotal	currency	false	Tax Total	false	NetSuite multiplies the tax rate by the taxable total of line items and enters it here.
tobeemailed	checkbox	false	To Be E-mailed	false	Check this box if you want to e-mail this credit memo. Then enter the e-mail address in the space to the right of the check box. If you don't check this box, the credit memo won't be e-mailed. You can enter multiple e-mail addresses separated by a semicolon with no spaces.
tobefaxed	checkbox	false	To Be Faxed	false	Check this box if you want to fax this credit memo. Enter the fax number in the space to the right of the check box if it doesn't already appear. To fax NetSuite forms, an administrator must first set up fax service at <_TABNAME=ADMI_PRINTING_> > <_TASKCATEGORY=ADMI_PRINTING_> > Printing, Fax and Email Preferences.
tobeprinted	checkbox	true	To Be Printed	false	Check this box if you wish to save this in a queue of credit memos to print. Otherwise, you can click Print below to submit and print this credit memo at once.
total	currency	false	Total	false
totalcostestimate	currency	false	Est. Extended Cost	false	Estimated Cost: Estimated cost of the specific number of items; estimated rate x quantity = estimated cost.
trandate	date	false	Date	true	NetSuite inserts today's date as the date of this order. You can type or pick another date.
tranid	text	false	Credit #	false	NetSuite increases the largest credit memo number by one. If you wish, you can type another number. The next credit memo number will revert to the standard pattern. You can enter a maximum of 45 characters in this field.
tranisvsoebundle	checkbox	false	Transaction Is VSOE Bundle	false	Check this box to include all items added to this transaction as a VSOE bundle.
unapplied	currency	false	Unapplied	false	NetSuite displays the remaining amount of credit to be applied.
unbilledorders	currency	false	Unbilled Orders	false
vsoeautocalc	checkbox	false	Auto Calculate VSOE Allocation	false	The VSOE allocation amount can be calculated automatically by checking the Auto Calculate VSOE Allocation box. Allocation is the process to determine the VSOE price for items. The total VSOE amount allocated is the revenue amount to be recognized for the bundle.

Sublists

accountingbookdetail - Accounting Books

Internal ID	Type	Label	Required
accountingbook	select	Secondary Book	false
exchangerate	currency2	Exchange Rate	true
revreconrevcommitment	checkbox	Rev Rec on Rev Commit.	false
tranisvsoebundle	checkbox	Transaction Is VSOE Bundle	false

apply - Apply

Internal ID	Type	Label	Required
amount	currency	Payment	false
apply	checkbox	Apply	false
applydate	date	Date	false
createdfrom	text		false
doc	text		false
due	currency	Amt. Due	false
duedate	date		false
internalid	text	Hidden	false
job	integer		false
line	integer		false
refnum	text	Ref No.	false
total	currency	Orig. Amt.	false
url	text		false

item - Items

Internal ID	Type	Label	Required
account	text		false
amortizationperiod	text		false
amortizationtype	text		false
amount	currency	Amount	false
billvariancestatus	text		false
catchupperiod	select		false
costestimate	currency	Est. Extended Cost	false
costestimaterate	rate		false
costestimatetype	select	Cost Estimate Type	false
daysbeforeexpiration	text		false
deferrevrec	checkbox		false
description	textarea	Description	false
giftcertfrom	text	From	false
giftcertmessage	textarea	Gift Message	false
giftcertrecipientemail	email	Recipient Email	false
giftcertrecipientname	text	Recipient Name	false
id	text		false
inventorydetail	summary	Inventory Detail	false
isdropshipment	text		false
istaxable	checkbox	Tax	false
isvsoebundle	text		false
item	select	Item	true
itemsubtype	text		false
itemtype	text		false
job	select	Project	false
line	text		false
linenumber	integer		false
matrixtype	text		false
options	namevaluelist	Options	false
price	select	Price Level	false
printitems	text		false
quantity	float	Quantity	false
rate	rate	Rate	false
rateschedule	text		false
revrecenddate	date	Rev. Rec. End Date	false
revrecschedule	select	Rev. Rec. Schedule	false
revrecstartdate	date	Rev. Rec. Start Date	false
shipaddress	select	Ship To	false
shipcarrier	select	Shipping Carrier	false
shipmethod	select	Ship Via	false
subscriptionline	select	Subscription Line	false
taxcode	select	Tax Code	true
taxrate1	percent	Tax Rate	false
units	select	Units	false
vsoeallocation	currency	Allocation Amount	false
vsoeamount	currency	Calculated Amount	false
vsoedeferral	select	Deferral	false
vsoedelivered	checkbox	Delivered	false
vsoeisestimate	checkbox	Estimate	false
vsoepermitdiscount	select	Permit Discount	false
vsoeprice	currency2	Allocation Price	false
vsoesopgroup	select	Allocation Type	false

partners - Partners

Internal ID	Type	Label	Required
contribution	percent	Contribution %	true
id	text		false
isprimary	checkbox	Primary	false
partner	select	Partner	true
partnerrole	select	Partner Role	false
transaction	text		false

salesteam - Sales Team

Internal ID	Type	Label	Required
contribution	percent	Contribution %	true
employee	select	Employee	true
id	text		false
isprimary	checkbox	Primary	false
issalesrep	text		false
salesrole	select	Sales Role	true
transaction	text		false

taxdetails - Tax Detail

Internal ID	Type	Label	Required
calcdetail	TEXTAREA	Details	false
grossamount	CURRENCY	Gross Amount	false
netamount	CURRENCY	Net Amount	false
taxamount	CURRENCY	Tax Amount	true
taxbasis	CURRENCY	Tax Basis	true
taxcode	SELECT	Tax Code	true
taxdetailsreference	TEXT	Tax Details Reference	false
taxrate	PERCENT	Tax Rate	true
transaction	SELECT	Transaction	false

Tabs

Name	Label
address	Address
custom	Custom
history	History
items	Items
multipartner	Partners
output	Messages
revenue	Revenue
shipping	Shipping
teamselling	Sales Team
workflow	Workflow

Search Data

Transaction