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How to uncheck the Mark for PO box on a RC Sales Order which was originally drop shipped to customer

  • 4 June 2024
  • 3 replies
  • 30 views

The user wants to use an RC Sales Order to return an item from a customer into the user’s inventory.  But it was a drop-ship originally from a vendor directly to the customer.  So the original sales order was Mark for PO and linked to a Drop-ship PO from vendor to customer.  

Now, when processing the RC Sales Order to credit the customer and return the item to inventory, if they try to create a Receipt against the RC Sales Order, they get an error “Order RC R000xxx does not contain any items planned for receipt on date 05/29/2024”.  The system also won’t let them uncheck the “Mark for PO” box on the detail line of the RC Sales Order.  

It seems like the only way to process the RC Sales Order is to create a Vendor Return, tell the system that the item is being shipped back to the vendor (which it actually isn’t), and create another PO and Receipt for the vendor and receive the item into inventory.  Then they can apply any vendor documents against each other to cancel out the fake return and PO Receipt.  

Is there a better way to handle this when the original sales order was a drop-ship from the vendor, but the customer return is into inventory instead of back to the vendor? 

3 replies

C
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One update is that we tried to duplicate the process in their test tenant, and it behaved differently.  We created a drop ship PO against a Sales Order.  After the drop ship PO Receipt was processed and billed, and the Sales Order drop ship items were invoiced, we did a test RC to return. 

In the test tenant, lo and behold, the item was NOT Marked for PO and we WERE able to create a receipt and return it to inventory without getting an error.

So apparently, there’s a way to follow the process that allows the return to inventory instead of the vendor.  We’re just not sure yet what the setting or process difference is between LIVE and TEST that resulted in the Mark for PO box not being checked in the RC document in TEST.  

More importantly in the short run, for the RC documents in LIVE that are Marked for PO, we don’t know how to get the Marked for PO box unchecked, and we don’t know how to return the items to inventory instead of returning to vendor. 

If anyone has any experience with this, I appreciate your input.

Chris Hackett
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Hi @cisaacson92 were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
C
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Hi @Chris Hackett, we never could figure out a way to uncheck the Mark for PO box if it was already checked.  They had to do a workaround to get the products into inventory and credit the customer.  However, whatever they started doing differently, they were able to have returns from customers that had been previously drop-shipped from the vendor, and return them to inventory.  For some reason, the Marked for PO box wasn’t checked anymore on subsequent RC returns.  So without knowing exactly what the change in process was, they were able to replicate the experience that we had in the test tenant, and they are functioning ok now.  Thanks for asking.  No solution, but the problem went away.

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