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We are currently on Apps8, in the process of moving to Apps10.

On occasion, an error is made and we don’t bill a customer enough for a physical product.
They agree to be billed the correct amount.
What is the best way to charge the additional amount, using the specific physical sales part from the original order (for reporting and accounting purposes), but not moving inventory? 

No...definitely not using the original sales part or even another customer order unless you credit the original order in full and re-bill in total.  We do this a lot for entire orders in a separate non-inventory site rather than the actual inventory site.  There are several ways (instant invoice, credit and re-bill, and others) to adjust the customer account for their total owed without affecting the inventory itself.  If you go that route, you should do an RMA first to return the inventory, then reship the item returned.

No...definitely not using the original sales part or even another customer order unless you credit the original order in full and re-bill in total.  We do this a lot for entire orders in a separate non-inventory site rather than the actual inventory site.  There are several ways (instant invoice, credit and re-bill, and others) to adjust the customer account for their total owed without affecting the inventory itself.  If you go that route, you should do an RMA first to return the inventory, then reship the item returned.

Thank you @ShawnBerk . When we complete a credit and re-bill, our inventory is affected. It’s one of the negatives of utilizing this process. We have to move the product to a virtual location and then rebill. I will look into the option of instant invoice option. 

Hi @BORDERSB ,

 

Have you evaluated the ability to use correction invoice ?
 

 

@Xavier Fernando  Glad you mentioned it. We’re actually looking at Correction Invoices now. We are currently utilizing Correction Invoice for taxes only. However, when we ran Correction Invoice through Test environment the other day, we were able to get possibly good results in IFS. If we change it, we would need to update reporting and the crystal report. Can you think of any drawback in IFS itself? Is this one of its intended uses?  Thanks.

HI @BORDERSB ,

 

Correction invoice addresses business situations where uses intended to make amendments to the original invoice and there is no such drawbacks i’m aware.

 

Thanks @Xavier Fernando   We’ll stay on that path then. 

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