Sales Return
Goods coming back from a customer against a sales order of the return kind. Save brings them into stock and, when the Sales setting asks for it, raises the customer's credit memo.
What it is for
It receives what the return order approved. The quantity on each line cannot exceed what is open on the return order line. When the return order line names the batch the goods are returned into, that batch (and its batch card) is used.
A sales return cannot be edited or deleted, only reversed, and not once its credit memo exists.
Every field in plain words
| Field | What it means | What to put |
|---|---|---|
| Posting Date | The return date | In an open inventory period |
| Transaction Journal | The journal | Only journals with the sales return movement |
| Site, Warehouse | Where the goods go | Site required |
| Customer, Name | The customer | Required |
| Sale Order | The return order | Picked from the customer's return orders |
| Notes | Free text | |
| Sales, Sales No, Name | The order line | |
| Movement Quantity, Movement Unit | What comes back | Not more than open on the return order line |
| Batch/Serial Number, Batch Date, Batch Expiry Date, Best Before Date | The batch | Taken from the return order line when it names one |
| Line Text | Free text |
What happens on Save
Stock goes up and the voucher posts. When the Sales setting names an invoice memo journal, a customer credit memo is raised from the return, unless one already exists.
What it is connected to
- Sales Order - the return order (a Sales Order of type Return Order); Sales and Distribution Setting - the setting that names the memo journal.
- Customer Invoice Memo - the credit memo.
- Order to cash - the sales process, with its return variant.
- Delivery Return - the return against a delivery challan.
If something looks wrong
- "Basic Data - Line ID: ... - Return Quantity: ... cannot exceed Balance Quantity: ... of Item: ... in Sale Order : ..."
- "Basic Data - Line ID: ... block from Sales Order ..." / "... Partial Delivery not allowed from Sales Order: ..."
- "Issuance: ... cannot be Reverse. Following Invoice Transactions has been raised against it: ..." - reverse the credit memo first.
- "Reverse Date cannot be smaller then Invoice Memo Reverse date ..."