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.
+16If 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”?
+5Create 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.
For anyone landing here from the Shopify side of this - the "credit the customer, don't take the goods back" scenario is one we ended up solving in our Shopify-Acumatica connector, so I'll share how we handle it in case it helps.
The constraint others have described holds: on a sales-order return, a stock line receives the item back, and there's no native switch to credit that line without the receipt. So rather than fight it, we route it differently. When a Shopify refund has items marked not to restock, the connector posts the refund to Acumatica as a credit against a non-stock item instead of a stock line. The customer gets credited, Shopify supplies the amount and tax, and no stock is received back. Refunded shipping can go to its own non-stock line, and the refund carries a reference to the original order for traceability.
Two honest caveats, because they matter in this thread:
- It posts the un-restocked amount to a non-stock line, not as itemised stock lines. So if your requirement is specifically to see each stock item on the credit document, that's the same native limitation people have raised here - a connector doesn't change it.
- This is for the Shopify to Acumatica flow. It doesn't add a native Acumatica way to do this for returns that don't originate in Shopify.
Within that scope it's automatic - no keying refund amounts by hand and no phantom stock to write off later, which was the part our merchants actually cared about.
Disclosure: I'm with CyberWorkshop - we build InSyncer, a Shopify-Acumatica integration. Happy to get into specifics if anyone's wrestling with this on a Shopify store.
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