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Return for Credit functionality

  • 30 August 2022
  • 2 replies
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Userlevel 2

Why does the RC function in sales orders have a create shipment button if it's just a credit?

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Best answer by smarenich 30 August 2022, 15:53

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Userlevel 6
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@lori00 return may also require a shipment. If you don’t need shipment, use other order types such as CR (Cash Return), it won’t require a shipment.

Userlevel 7
Badge +11

HI @lori00 

The system believes that you should be receiving back goods for that order with an RC. You use an order document of this type to authorize customer returns without replacement for credit in the amount of the returned goods only. By customer request, an order of the RC type is created and a printed or electronic copy of it is sent to the customer to accompany the goods the customer intends to return. Once the goods have been returned, the received goods are returned to inventory, and the customer receives money back.

 

Have you considered using just a Credit Memo instead? Here is the help documentation on that flow:

https://help-2022r1.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=7251c08c-2dc9-4c25-9193-6bb81568e541

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