From the Posted Sales Credit Memo Card Page

Aptean CRM  •  Article  •  4/3/2023  • 
  1. Select the Search icon , enter Posted Sales Credit Memos and then choose the related link.
    The Posted Sales Credit Memos list page opens.
  2. Open the posted sales credit memo that you want to send to the Aptean CRM application.
    The Posted Sales Credit Memo card page opens.
  3. On the action bar, select Actions > Aptean CRM > Send Credit Memo to send the posted sales credit memo to the Aptean CRM application.
    A dialog box shows the sync result: Sales Credit Memo sent to Aptean CRM.
  4. Click OK.
  5. On the Aptean CRM FastTab, you can see the following details when the sales order is sent to the Aptean CRM application successfully:
    • Message field: ERP Credit Memo upserted
    • Credit Memo Synced toggle is turned on.