Hi,
Please can some body explain how to make a credit note Ax.2009 in sales side. with path
Regards
Sahu
Hi Sahu,
You can create return SO multiple ways.
-
By specifying negative quantity in so line.
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By selecting Invoiced SO and Click on Functions> Create Credit note> select the check box & Specify quantity > OK
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From return order form also we can create a return sales order. AR>common forms >Return orders. System will default the RMA number and select the return reason code, from functions button find the sales order and click on send return order.
Sarathy
Thank you Bro.
Hi Sahu,
From 3rd option (From Return order form) , we can give customer by replacing the returned goods by replacement order. we can replace the goods and issue new goods to customer and one more thing depend upon the disposition codes we can do further process of returned goods like Credit, credit only, scrap, replace & credit, replace & scrap,return to customer options. and depend up on these we can add these returned goods back into inventory or repair them & stock them.
Sarathy
Hi Jnana,
Apart from the solution provided, this topic has been discussed several times on the forum with other details also related to credit note. I will suggest you to please search the topics also.
Pranav…
P Sarathy replied on 01-31-2013 9:59
Hi Sahu,
You can create return SO multiple ways.
-
By specifying negative quantity in so line.
-
By selecting Invoiced SO and Click on Functions> Create Credit note> select the check box & Specify quantity > OK
-
From return order form also we can create a return sales order. AR>common forms >Return orders. System will default the RMA number and select the return reason code, from functions button find the sales order and click on send return order.
Hey Pranav,
What is the difference between 1 and 2 options ? when we will use these options?
Ganesh B
Hi Ganesh,
When you create credit note, system gives you option of selecting the Invoice SO lines. User need to select the SO lines and quantity that needs to be reversed.
Entering the quantity also serves same thing. From Inventory and Accounting point of view, there is no difference.
Pranav…
Hi Pranav,
so can use the above mentioned 3 options for return order process as sarathy suggested. I was thinking that we have use only return order form for the process of sales return orders.
Ganesh B
Hi Ganesh,
Yes, Sarathy has suggested the appropriate ways for sales order return. You can use either of above 3.
Only difference is the SO of type returned order. The processing of Returned sales order is different that credit note and negative quantity approach.
Pranav…
P Sarathy replied on Tue, Feb 5 2013 11:19
Hi Sahu,
From 3rd option (From Return order form) , we can give customer by replacing the returned goods by replacement order. we can replace the goods and issue new goods to customer and one more thing depend upon the disposition codes we can do further process of returned goods like Credit, credit only, scrap, replace & credit, replace & scrap,return to customer options. and depend up on these we can add these returned goods back into inventory or repair them & stock them.
Sarathy
Hey pranav,
Is these are the differences which sarathy mentioned comparing with return order and as you said of credit note and negative quantity?
Ganesh B
Hi Sarathy ,
If we use the Credit, credit only, scrap, replace & credit, replace & scrap,return to customer options, Can you explain me the impact on inventory & financially ?
Thanks in advance.
Hi lally,
These are all Return order - disposition codes which will impact physically & financially.
Credit - It credits the customer & items gets back into inventory.
Credit only - Credits the customer and items will not be returned.
Scrap - Scraping the goods will also impact financially (cost will occur for scraping the goods.)
Replace & scrap - replace the goods with new goods by creating new sales order.
Return to customer - we will repair the goods which we received in return & do repair and send it back to customers by adding the repair charges.
So, in each of the above mentioned financial & physical impact will be there.
Sarathy