Reversing a customer invoice

Yahoo Archive
1
Create an additional Sales Order line and place the RMA number in it.
Then ship back out from that new sales order line.



The original Sales Order line has all of the shipping information. The
second Sales Order line has the RMA and all of its shipments.

This also gives you a trace from the original Sales Order line to the
RMA (in the RMA record) and back to the RMA replacement Sales Order line
( the MRAN number in the Sales Order Line).



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of al2trace
Sent: Thursday, August 23, 2007 7:14 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Reversing a customer invoice



A credit memo is issued to reverse a customer invoice. Is there a
method to get the credit memo to decrease the quantity shipped on the
customer order? If that will not decrease the quantity shipped on the
customer order, is there any method of accomplishing that? The common
wisdon here is that even receipt through an RMA will not decrease the
quantity shipped. Our current method of resolving this is to inflate
the quantity ordered by the quantity returned. There has to be a
better way.





[Non-text portions of this message have been removed]
2
A credit memo is issued to reverse a customer invoice. Is there a
method to get the credit memo to decrease the quantity shipped on the
customer order? If that will not decrease the quantity shipped on the
customer order, is there any method of accomplishing that? The common
wisdon here is that even receipt through an RMA will not decrease the
quantity shipped. Our current method of resolving this is to inflate
the quantity ordered by the quantity returned. There has to be a
better way.
3
A credit memo will not reduce the quantity shipped. Why do you wish to
reduce the quantity shipped?
If you shipped too many, and wish to credit some parts pack, you should
as you say, do an RMA.
This will not affect the quantity of how many shipped, but it does allow
you to enter the excess quantity back into stock, by the follwing steps:
First, do an RMA receipt into an inspection warehouse.
2. Now raise your RMA credit, which will create a credit memo to send to
the customer.
3. Inspect the goods, if in good condition, do an RMA Disposition to
stock. This issues the parts back into stock, which effectively
increases your stock holdings.

If you follow these steps you will see something like this occur on
transaction history. Customer ordered 10, you shipped 20. Raise RMA for
quantity of 10, RMA receipt qty 10, RMA disposition to stock qty 10,
increases stock by qty 10.

If I have missed the effect you are trying to achieve, let me know.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of al2trace
Sent: Friday, 24 August 2007 9:14 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Reversing a customer invoice

A credit memo is issued to reverse a customer invoice. Is there a
method to get the credit memo to decrease the quantity shipped on the
customer order? If that will not decrease the quantity shipped on the
customer order, is there any method of accomplishing that? The common
wisdon here is that even receipt through an RMA will not decrease the
quantity shipped. Our current method of resolving this is to inflate
the quantity ordered by the quantity returned. There has to be a
better way.



[Non-text portions of this message have been removed]