a curious case of SO and shipment...

2009-04-17
2013-05-02
  • curious george

    curious george - 2009-04-17

    Hi guys:

    I have a case I want to discuss with you all to see which is the proper way to handle a situation like this...

    1) Let's say if we have a Sales Order done and it involved buying 4 items.

    2) It really doesn't matter whether if the SO is fully paid or partially paid at this point

    3) If we already shipped half the order (first 2 items) to the customer.   Which means there are 2 shipments for the same SO and 1 shipment has first 2 items (which are shipped) and the 2nd shipment has the other 2 items waiting to the shipped.

    Ok now here comes the question ;)

    The customer just lost his job and he phones in to modify the SO.  He wanna just drop the items from the 2nd shipment as if he never bought them.  In addition, he was hoping to see if he can return 1 of the items already been shipped (given that he is allowed and manage approved)

    So for the 1 item that is already been shipped we can do a RMA + customer return on it correct?

    Then for the 2nd half of the unshipped order.. what do we do?   You can't completely VOID the entire order (I wish he will just drop the whole SO, but he is keeping 1 of the item).  So do you Re-activate the order and modify it?

    How's the refund process being handled say if the SO is all paid for?    The RMA + customer return will lead to a AR Credit Memo so that part is taken care of.  But what about the 2nd half of the order?   Just re-activate and change the SO Line Qty to 0 for the other 2 un-shipped item will not return the money / credit to the client account.  Do we manually create another AR Credit Memo for them?  Or there is another more proper way to do it?

     
    • albert

      albert - 2009-04-19

      (1)
      So for the 1 item that is already been shipped we can do a RMA + customer return on it correct?

      Yes,, cause all material retrun is exception management need take care.....

      (2)
      Then for the 2nd half of the unshipped order..

      what do we do?

      You can't completely VOID the entire order

      add a new function for reaplce OrderLine's Quantity from N to 0,

      and keep this recored for tracking event, like RMA ,,

       
    • Kathy Pink

      Kathy Pink - 2009-04-20

      All you have to do is close the sales order.  This will cancel the backorder
      NO need to add any function or do any coding it is the base functionality.  Check th documentation on sales orders

      Hope this helps
      Kathy
      Accorto, Inc

       

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