Articles tagged #RETURN
Articles tagged
#RETURN
Enter Company Address Information
You can define separate shipping and return addresses, in addition to the main address defined for your company. If you do not define a separate shipping or return address, it defaults to be the same as the main address. You do not need to define a billing address at the company level. Billing addresses can be defined on transactions as needed.
How To Handle Returned Customer Check with related Deposit
Scenario
Solution
- Payment:ClickEdit
- Go to theApplytab >Applied Tosubtab
- Invoice: RemoveCheckmark
- ClickSave
- Open theInvoiceand note that theStatusof the Invoice should beOpen
2. Create aCustomer Refund
- Navigate toTransactions>Customers>Issue Customer Refund
- Customer Name: EnterName
- Go to theApplytab >Creditssubtab
- Apply: EnterCheckmarkfor thePaymentthat was unapplied on Step 2
- Go to theRefund Methodtab
- Refund Method: Select aPayment Method
- ClickSave
Note:Below are the transactions that and a sample of what the G/L Impact would look like:1.Invoice> Debit: A/R > Credit: Revenue2.Payment> Debit: Undeposited Fund > Credit: A/R3.Deposit> Debit: Cash > Credit: Undeposited Fund4.Customer Refund> Debit: A/R > Credit: Cash
Vendor and Customer Return Authorization Defaults to Closed Status after Creation
AVendorandCustomer Return Authorizationdefaults toClosedstatus immediately after creation when underExpenses & Itemstab >Itemssubtab >Quantityof the Item is0, or if there are multiple items, all Items' quantity is0.
Return User Error on Transaction Deletion not Working
A user wants to return a user error via workflow whenever a user tries to delete purchase orders that are not created by them.
Item Receipt created from Return Authorization does not have GL Impact
Item Receiptcreated fromReturn Authorization(stand alone) does not post GL Impact ifOverride Rate field (item level) is blank. This will also be the case if the Item Receipt is created from a Return Authorization that is created from a Sales Order, wherein the related Item Fulfillment does not have GL Impact. This is because Item Receipt only posts amount to reverse the effect of the Item Fulfillment.
Reopen a Closed Customer Return Authorization
User re-opens a Customer Return Authorization that was accidentally set to Closed status.