We are a distribution customer and new to Acumatica. So please be gentle in your responses as this is my first post. I did a forum search and believe that there are not any topics that have already addressed this question.
We need the ability to either discount (up to 100% of the price) or provide an item(s) as “FREE”.
Scenario’s when this is necessary: Carrier Lost Shipment, Item(s) damaged in Transit, Item missing from the shipment, warranty replacement or simply provide customer with a marketing freebie. . I consider all of these as advance replacement. One additional scenario is that we need to refund a portion of the original sales price because we charged the wrong amount (for an item(s)) on the original sales order (maybe a discount code or contract price wasn’t properly applied or our the owner of the SO just failed to give a 1x discount as part of a price match).
The above scenarios are typically handles where there is almost never an expectation for the physical item to be returned (exception might be warranty items, but these items usually aren’t returned because of item weight/shipping cost). We believe that we can use the RM Order Type to handle most of this, but the above scenarios often occur before an invoice is created or is paid - we want to link the RM transaction to the appropriate SO line items for future reporting.
Any advice is welcome
Best answer by Gabriel MichaudView original