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Stock return with Credit Memo in an Import scenario?

  • October 5, 2021
  • 3 replies
  • 127 views
L
Varsity I
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Hi,

I am trying to create an Import that does the following in one Import Scenario:-

  • takes the Sales Order no. from a file (SO Type = SR)
  • creates the Shipment Receipt from the SR
  • confirms the Shipment Receipt
  • creates the Credit Memo and
  • releases the Credit Memo

I have attached where I am at currently but I cant seem to find “CreateShipmentReceipt”.

The import Scenario I have tried to date is attached.

Any help appreciated.

Thanks,

Laura

Best answer by vkumar

Hi @lauracastagna 

Import scenario can import/ manipulate the imported document on specific screen selected. So, using an import scenario built on ‘SO’ screen, you wont be able to create a ‘Shipment’.

As per details provided, more than one screen is involved. Hence, 

  • you need to use multiple scenarios for each screen ( SO, Shipment and Invoice ) if you prefer to have shipment document (Receipt) created separately and then process a Credit memo.
  • Else, one can use SO ‘Invoice’ document screen (SO303000, type ‘Credit memo’) for import.  

Hope this clarifies,

Regards,

2 Attachments

3 replies

V
Acumatica Employee
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  • vkumar
  • Acumatica Support Team
  • Answer
  • October 5, 2021

Hi @lauracastagna 

Import scenario can import/ manipulate the imported document on specific screen selected. So, using an import scenario built on ‘SO’ screen, you wont be able to create a ‘Shipment’.

As per details provided, more than one screen is involved. Hence, 

  • you need to use multiple scenarios for each screen ( SO, Shipment and Invoice ) if you prefer to have shipment document (Receipt) created separately and then process a Credit memo.
  • Else, one can use SO ‘Invoice’ document screen (SO303000, type ‘Credit memo’) for import.  

Hope this clarifies,

Regards,

VijayKumarU
Chris Hackett
L
Varsity I
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  • lauracastagna
  • Author
  • Varsity I
  • October 8, 2021

ignore @Naveen B 

Naveen Boga
Captain II
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  • Naveen Boga
  • Captain II
  • October 9, 2021

Sure @lauracastagna 

Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
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