We have a situation where we agree to credit and refund a customer for a faulty item but we don’t ask for the item back.
For reporting purposes we want to process this through sales orders rather than in AR as we want to track the stock items, quantities & values of these.
Is there a way to process such a return that does not generate a stock receipt transaction ? Does anyone else have this kind of process to deal with and if so how do you handle it ?
Many thanks !
Best answer by dcomerford
If you use the Sales Order it does not matter what credit/return order type you use the System will return the item to Stock.
What you could do is create a Location called ‘Items not returned’ and return the item to there then you could use adjustments to write them off. Not ideal you could automate the adjustment by create a Business event.
+15If you use the Sales Order it does not matter what credit/return order type you use the System will return the item to Stock.
What you could do is create a Location called ‘Items not returned’ and return the item to there then you could use adjustments to write them off. Not ideal you could automate the adjustment by create a Business event.
I have a use-case for return for cash/credit when the unit is not returned. For certain e-com channels we don’t take the return as the cost of return is > the value of the goods.
Similarly, for amazon, either they may receive back product into their DC which they deem as unfulfillable and will junk the unit. Amazon accounts can also be set to to junk all units returned. It would be ideal to handle this on the SO so it links to sales transaction in AR rather than an IN issue which (I believe) will not factor into profitability reports.
Can Acumatica consider adding this to the “order types”?
+4Create a virtual damage warehouse and empty it out once a year/quarter.
Yeah , this is the dumbest thing ever. You cant make a credit sales order with the items listed so the customer would know what you returned for them.
Acumatica is basically not made for item distribution. Its really poor at this. Maybe its better for Doctors and Lawyers but as a distributor or manufacturer its truly a poor choice.
For this reason we are seeking out new ERP system.
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