What do you intend by "interface"? Maybe I'm using the word interface too loosely. I mean an automated connection such as EDI.

My organization creates credit memos for two reasons: 1. Product returns applied via RA form from Sales Order or Invoice (defective, wrong order, customer changed mind, etc) 2. Financial Credit Memos applied directly from the CM form (customer rebates, management concessions to customers, pricing discrepancies, etc.) After…

I would like to have a workflow for credit memos that require an approver before the credit memo can be posted or applied. Has anyone else created this or can help me with this? I have attempted to create but it is not working for me. Is there something specific that I need to have checked off? I hope you found a solution.…