How to look up credit memos in Oracle


Overview


Critical Concepts


Steps to Take


1. 48 hours after the Expense Report has been fully approved in Concur and has a status of Sent for Payment, check Oracle for existing credit memos

a. Credit memos are considered invoices in Oracle and can be found in a manner similar to other invoices

i. Review the How to Search Oracle for Invoices KBA for further assistance

2. In the invoice search screen, select Advanced to open more search options

3. Search for Employee Name (last name, first name) in the searchable field

4. Under Add Fields, add Invoice Type

5. Select Credit Memo as the Invoice Type

6. Select Search

a. If the credit memo is not in Oracle and 48 hours have passed since the Concur Expense Report was fully approved, please submit a case via Services & Support to the Procurement Card or Travel & Entertainment Card teams, depending on which card the purchase was made

If you still have questions or need additional assistance, please submit a ticket