We’ve been on 2009 for almost two years. We’ve always used the RA process for creating credits for customers. I see there is a functions create credit note button on the sales order. What is the difference in the process vs the RA process? Any time I try to create a credit note on an invoiced order I get an “Invalid quantity for Sales Order type” because it’s trying to put a negative line in. What’s the purpose of this function on salesorders?
The order type would need to be sales order and it would need to be invoiced. Basically it creates a negative line on the same order. The Return orders make the process more rigid and controlled, so you have return reason codes and you need to process the return through disposition codes against a new order etc.
Thanks for the response. I can see how this would be useful in our non inventory special bill situations. However it doesn’t appear to work in my environment. The test I did was on a sales order and it was invoiced. The error message seems to indicate a negative line is not allowed on type sales order. It would need to be a return order. Could this be a parameter that’s not allowing this?
There could be a localisation or a modification preventing this, have a look in the sales parameters, but nothing that would stop it by order type to my knowledge.
Adam, you were right, it was a part of our ILS/Scale code for warehouse management. I commented out the code that stops sales order qauntities of <0. The only question i have is this: Is there a way to get the credit note to scrap the quanity returned so it doesn’t go back into inventory? We do this today in the form of an RA with a disposition code of credit memo only. I tried the scrap flag in your scenario but it still showed a purchase of that inventory back. Thanks a lot for your help.
-----------nevermind, i got this to work…thanks for your help!
No it will not scrap it, it is a credit note function that books it into stock. You need to manually handle this.
This is why the return orders are structured in the way they are with the return reasons and disposition code processing.
The scrap function seems to work just fine for me.