Updated: 31.03.2025

Service Credit Memo

This chapter contains all relevant information on creating and processing service credit memos in TRASER DMS 365. It is divided into the following sections:

Creating Service Credit Memos

You can create service credit memos in TRASER DMS 365 to refund posted service invoices in part or in full. To do so, please proceed as follows:

Note

If items are also canceled when a service credit memo is created and no return or default bin is specified, a bin must be selected.

  • Use the quick search (ALT+Q) to find the Posted Service Invoices page.
  • Open the service invoice for which you want to create a credit memo.
  • Click on Correct > Create Corrective Credit Memo in the menu bar.
  • Click Yes to confirm the dialog window.

Tip

If you want to refund a service invoice in full and post it directly, click on Correct > Cancel. You’ll find more information on this under Canceling Posted Service Invoices.

You have successfully created a service credit memo. The General, Lines, Invoicing and Shipping FastTabs will be filled in automatically by the system based on the information in the corresponding service invoice, but can be edited as needed.

Posting Service Credit Memos

To refund the costs of a service invoice, you have to post the created service credit memo. To do so, please proceed as follows:

Note

You can directly post a service credit memo and print it with the default printer settings.
To do so, click on Actions > Posting > Other > Post and Print in the menu bar of the respective credit memo.
Analogously, you can directly post and send a service credit memo by clicking on Actions > Posting > Other > Post and Send... in the menu bar.

  • Use the quick search (ALT+Q) to find the Service Credit Memos page.
  • Open the service credit memo that you want to post.
  • Click on Home > Post > Post in the menu bar.

Tip

Before posting, you can click on Home > Post > Preview Posting in the menu bar to show a preview of the document entries.

  • In the following window, enter the Starting Date and Finishing Date of the related service order in the corresponding fields.
  • Click OK to confirm the details.
  • Click Yes to confirm the dialog window.
  • Optionally confirm the following dialog with Yes if you want to open the posted service credit memo.

You have successfully posted a created service credit memo. It will be archived automatically on the Posted Service Credit Memo page.

Printing Service Credit Memos

You can print a service credit memo to send it to a customer as a printed or electronic document or to file it. To print a service credit memo, please proceed as follows:

  • Use the quick search (ALT+Q) to find the Service Credit Memos page.
  • Open the service credit memo you want to print.
  • Click on Home > Preview Document in the menu bar.
  • In the following window, enter the Starting Date and Finishing Date of the related service order in the corresponding fields.
  • Click OK to confirm the details.
  • In the Printer field, enter the printer on which the service credit memo shall be printed.
  • You can make the following printer settings as needed:
Option Description
Hide Header/Footer Activate this toggle switch if the header and footer shall be hidden in print.
Hide Return Address Activate this toggle switch if the return address shall be hidden in print.
Print as E-Post Activate this toggle switch if the document shall be printed as e-post.
Hide Salesperson Activate this toggle switch if the salesperson details shall be hidden in print.
Print Communication Details Activate this toggle switch if the communication details shall be printed.
Show Vendor Item No. Activate this toggle switch if the vendor item number shall be printed instead of the item number.
Print Fault Description Activate this toggle switch if the fault description shall be printed.
Print Resolution Description Activate this toggle switch if the resolution description shall be printed.
Print Customer's Registration No. Activate this toggle switch if the registration number of the customer shall be printed.
No. of Copies Enter the desired number of printed copies.
  • Click on Print to print the document with the desired settings.

Tip

Click on Send to..., select the desired file format and confirm with OK to export the service credit memo as an electronic document and then send it via email.

You have successfully printed a service credit memo or saved it as an electronic document.

Archiving Service Credit Memos

Once a service credit memo has been posted, the document will be archived automatically. To view archived or posted service credit memos, please proceed as follows:

  • Use the quick search (ALT+Q) to find the page Posted Service Credit Memos.
  • Open the desired posted service credit memo.

You have successfully viewed an archived service credit memo.