When you click a Credit Memo ID from the Credit Memos tab of AR Remittances (SmartCustomer), the Credit Memo Details page opens. This page shows header‑level information about the selected credit memo, including amounts, status, currency, and customer context.
Available Actions
From the Credit Memo Details page, you can:
Review high‑level information about the credit memo.
See how much of the credit memo has been applied and how much remains unapplied.
Identify the Customer, Entity, and currencies associated with the credit memo.
Navigate back to the Credit Memos list or to the Customer view as needed.
Tip: Use the Credit Memo Details page to confirm the remaining credit available for a customer before applying it to invoices or resolving disputes.
Note: The exact fields shown on the page may vary depending on your organization’s configuration.
Viewing Credit Memo Standard and Extended Fields
The Credit Memo Records card is divided into Standard Fields (top section) and Extended Fields (bottom section). Standard Fields always appear; Extended Fields are shown only if your organization has configured custom attributes.
Standard Fields
Typical standard fields on the Credit Memo Details page include:
Table 1. Standard Fields
| Field | Description |
|---|---|
| Base Total Amount | Total amount of the credit memo expressed in your organization’s base (functional) currency. |
| Description | Free‑text description or memo for this credit memo. Displays -- when no description is provided. |
| Credit Memo Date | The date on which the credit memo was issued. |
| Applied Amount | The amount from this credit memo that has already been applied, shown in the credit memo (transaction) currency. |
| Status | The current lifecycle state of the credit memo (for example, Unapplied, Partially Applied, Applied). |
| Credit Memo ID | The unique identifier of the credit memo. This is the same ID you click in the Credit Memos list to open this page. |
| Type | The category or origin of the credit memo (for example, Internal). |
| Unapplied Amount | The remaining balance on the credit memo that has not yet been applied, shown in the credit memo (transaction) currency. |
| Base Currency | The base (functional) currency used by your organization for reporting. |
| Base Applied Amount | The portion of the credit memo that has been applied, expressed in base currency. |
| Currency | The transaction currency of the credit memo (for example, EUR). |
| Customer Name | The name of the customer associated with this credit memo. |
| Entity | The legal entity, company, or business unit that owns this credit memo. |
| Total Amount | The total amount of the credit memo in the transaction currency. |
| Base Unapplied Amount | The remaining unapplied balance on the credit memo, expressed in base currency. |
Figure 1. Credit Memo Records Panel Showing Standard Fields
Tip: Review Total Amount, Applied Amount, and Unapplied Amount together with the Base values to understand the full impact of the credit memo across currencies.
Extended Fields
The Extended Fields section shows any custom attributes configured for credit memos.
If no custom attributes exist, this section displays No Extended Fields.
Tip: Extended Fields can be used to store additional information such as reason codes, business segments, or integration references without changing your ERP schema.