Steve2020
Member
Return and Re-Bill Process
IMPROVE current process -- many steps dependent on multiple users and small window of time.
Using Credit From History today -- but the order has to be already posted to GL.
EXAMPLE: We have instances of a truck picking up a load at which point we do final ship confirmation - and then going out to a scale and coming back to the plant to have a pallet removed due to being overweight (ONLY AN ISSUE IF OVER 2 hours PAST ship confirmation).
ISSUE IS: we have already done ship confirmation and moved on to invoicing -- so we do not have a clean (fixed/updated) invoice going out to the customer.
>>> Even if we do a return immediately of the pallet removed -- the ASN and the Invoice are incorrect as the Return does not update/impact them.
FAILED SOLUTIONS:
>>> We have tried adding a negative line to the original sales order and using a time frame where that could pick up and apply to the invoice -- without success.
??? Possible to achieve using Order Activity Rules ???
Any suggestions or solutions are greatly appreciated!
Can be reached to discuss at: 412-510-2658
Thanks,
Steve
IMPROVE current process -- many steps dependent on multiple users and small window of time.
Using Credit From History today -- but the order has to be already posted to GL.
EXAMPLE: We have instances of a truck picking up a load at which point we do final ship confirmation - and then going out to a scale and coming back to the plant to have a pallet removed due to being overweight (ONLY AN ISSUE IF OVER 2 hours PAST ship confirmation).
ISSUE IS: we have already done ship confirmation and moved on to invoicing -- so we do not have a clean (fixed/updated) invoice going out to the customer.
>>> Even if we do a return immediately of the pallet removed -- the ASN and the Invoice are incorrect as the Return does not update/impact them.
FAILED SOLUTIONS:
>>> We have tried adding a negative line to the original sales order and using a time frame where that could pick up and apply to the invoice -- without success.
??? Possible to achieve using Order Activity Rules ???
Any suggestions or solutions are greatly appreciated!
Can be reached to discuss at: 412-510-2658
Thanks,
Steve