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Evo-ERP and DBA Classic >> Sales >> correcting shipments-backorders
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Message started by wontonsnowy on 03/02/06 at 13:43:29

Title: correcting shipments-backorders
Post by wontonsnowy on 03/02/06 at 13:43:29

what procedure should we be using to correct the qty of shipped items on a posted invoice when the sales order is still open: ex: created a sales order for 50 widgets we shipped and invoiced for 20 leaving a backorder to fill of 30. customer only actually receives 18.

1. a credit needs to be created for the customer of 2 widgets and the backorder needs to be increased from 30 to 32.

2. currently we are going thru the release sales order and keying in a negative amount of (2) items to account for the shortage-which then will create an credit memo upon invoicing and increase our oustanding backorder.

is there a more effecient way of handling these types of issues.

Title: Re: correcting shipments-backorders
Post by David Waldmann on 03/03/06 at 04:56:17

I can't think of a better way. In fact the only other way I can think of even doing it would be to create a new SO just for the credit (and then you'd have to manually change the BO amount on the original order). The only advantage I can see to doing it that way is you could put a SO note explaining what happened, which would show up only on the CM SO instead of on all future orders for that order.