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Reverse a sales order when there are shipped quantities in the sales order

  • 12 December 2022
  • 3 replies
  • 292 views

Userlevel 1

Hi,

Is there any possibility to reserve a sales order though the quantities in the line levels are not shipped fully?

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Best answer by manikantad18 12 December 2022, 07:41

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3 replies

Userlevel 7
Badge +12

Hi @adharmawansha22 

Once the Item is in shipping/Shipment completed,we cannot reverse the Items in Sales Order.

If you want to reverse the Items then Follow the RMA order Steps

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

Userlevel 5
Badge +1

Hi @adharmawansha22,

please check out the order type config “Require Stock Allocation”...

Maybe this is also an interessting topic for you: How to configure automatic allocation of items that have been back ordered during initial entry of sales orders

Userlevel 5
Badge +1

Hi @adharmawansha22 ,

Please check out the order type config “Require Stock Allocation”...

Maybe this is also interessting for you: How to configure automatic allocation of items that have been back ordered during initial entry of sales orders

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