Re: [Web-erp-developers] Credit Items & Controlled Items

[Phil D. <ph...@du...>]

>
> > When a customer makes a product which has wider appeal and you wish to
> > market it, it would be great to be able to book it in as a credit note
> > knocking off against what he owes us.
> I don't understand the correlation between these exactly...help?

I'll tell you a story .... are you sitting comfortably?

We are in the business of selling toys, specialising in puzzles. We sell
puzzles internationally and one customer has developed a really cool puzzle
that he wholesales locally in Poland. There is a great market for these in
the US and we decide to import them. We sell 100k per month of puzzles to
the Polish agent and we are bringing in 2k worth of these things from him.
They are electronic puzzles with a worth of 1k each - we need to keep track
of the serial numbers coming in and sold we'll knock the amount we owe him
off our account.

How would we deal with this in the accounting?

Perhaps we'd be better to set them up as a supplier if its on going business
so we can plan for deliveires and arrivals of product. However, in the short
term we could just book the product in against a credit note to their
debtors account - provided there is some facility to enter in serial numbers
for the product arriving, that has never been sold to them.

>
> > There are two credit note scripts one is to credit an invoice
> > - the details
> > of the invoice can be retrieved with serial numbered items as
> > they were when
> > invoiced. I still think there needs to be scope to change
> > these though, in
> > case the customer returns other than the originally invoiced
> > items or a
> > mistake was made when invoicing/pciking the right items.
> > The other credit note SelectCreditItems.php should allow free
> > form entry of the bundleIDs .... I rekon.
> Ok, I know them. I figured w/ CreditInvoice I would force everything to be
kosher - Items must still exist and must be from this Invoice. For
Controlled&Serialised, this could often be a real pain to use if you wanted
to return Items that originated in more than one Bundle (b/c it would not
let you).

Even the CreditInvoice needs to allow changing of BundleIDs - the wrong
BundleID was entered at the time of invoice or they sold the actual product
of the invoice and are returning the same part but different bundleIDs.


>
> I figured SelectCreditItems would be what allowed you to select several
Bundles &/or SerialNos (like your free-form entry method). Still then -
should the Credits track w/ the Original BundleId or a new one? I was
thinking of using the Credit BundleID as something like an RMA# (Return
Merchandise Authorization, in case you aren't familiar with the U.S. version
of it) to track Credits back in.


This would be different for each return no? I am thinking that whilst it
should be possible to have returns against a specific invoice strictly
enforced, in practise I think not, flexibility with what is entered for the
bundleid is important I think.

> OK :) So how do we make the distinction or draw the line? Should we have a
new 'Credit Whatever You Want' script? >OR... this may do it... What if it
simply depended on the Credit Note Type - 'Returned To Store' requires
strict validation, >'Written Off' doesn't.

I don't think you can push the strict validation bit too far - flexibility
is required in practise.

I rekon all the time - I'm from the North West of England - I do all sorts
of strang things :-)

Phil