Solved

How to use original Sales Order after returned

  • 18 January 2023
  • 1 reply
  • 371 views

Userlevel 5
Badge +3

Not sure if there is option to do this.
An item in SO is shipped not invoiced, but the item is issued by Update IN. What's the process to be able to return the item back to stock and use the same SO and the same item line again for another shipment? It looks like we can only create return order or IN Receipt but there is no way to make new shipment for the same item on the same SO.

icon

Best answer by manikantad18 18 January 2023, 09:23

View original

1 reply

Userlevel 7
Badge +12

Hi @kristianharianja 

Yes we dont have any option I belive to meet the requirement.

Need to follow below process 

Once Inventory is posted you need to follow the below steps to process inventory reverse but we cannot do anything with an updated shipment.

We can reverse the Inventory by placing return orders in Acumatica. The below steps may help you.

  1. Create a Return type of order ex: (RC type - RMA )
  2. Create Receipt for this order (From Actions) 
  3. It will create shipment type as a “Receipt” and then click on Update IN (It will reverse the Inventory)
  4. Prepare an invoice and then will create a “Credit Memo” document. 
  5. If Aleady payment is collected for the actual order, we need to create a “Customer Refund” in the Payments and Applications screen for the actual payment.
  6. Finally, apply the below documents to the Actual Payment and release. Payment and Invoice will be closed.
    1. Credit Memo
    2. Actual order Invoice

Thanks

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved