How are folks processing customer credits for goods not physically returned. Example damaged in shipping, we want to give a credit. Need to keep Quantities and average sell price calculations correct.
Best answer by Thomas Peterson
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Hi
In that case, you don't need to create an RMA. Just go to customer invoice window, find the debit invoice and create credit invoice from debit invoice. Once it is created, you can review the credit invoice and adjust the amount accordingly. Then print the invoice and you are all good.
Don't forget to offset debit/credit invoices if you the debit invoice is still open.
Hope this helps
+3
We have Create and print invoice set up nightly as a batch job. We have several people creating these credit invoices, and have many instances when the adjustments were not correctly completed, resulting in “bad” credit invoices creating/printing. Any suggestions on how to mark for review or hold credit invoices prior to print ?
Userlevel 6
+14
You can also create the RMA and then scrap them as they are ‘recieved’.
Hi,
The problem with a straight credit is you're not recognizing the damage in transit. COGS remains “as is” and would not reflect what really happened. The solution described by Christy (you can also create an RMA and scrap) allows the flexibility in managing the accounting. Extra steps for the RMA but it’s probably more correct.
Best regards
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