Solved

Stock return with Credit Memo in an Import scenario?

  • 5 October 2021
  • 3 replies
  • 84 views
L
Rank
Userlevel 2
Badge

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

icon

Best answer by vkumar 5 October 2021, 12:57

View original
2 Attachments

3 replies

Naveen Boga
Rank
Userlevel 7
Badge +17

Sure @lauracastagna 

Naveen B
L
Rank
Userlevel 2
Badge

ignore @Naveen B 

V
Rank
Userlevel 7
Badge +11

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

Reply


Terms & ConditionsCookie settings
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