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.
Marking our end-result as ‘Best Answer’ so other users can see this as solved.
@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.
Thanks @Xavier Fernando We’ll stay on that path then.
@Community.ifs.com/ideas I don’t believe we’re quite ready for such an undertaking related to the function at this time. I may reach out in the future though and see how things are going, appreciate the offer. If we had an out-of-the-box solution, we’d implement it today so the need is definitely there. The time and resources are not at the moment for a massive undertaking, unfortunately. Thanks for leading the charge, Stefan!
I tried leading the users through Prepare Work Order and then to Quotation originally and they were not responsive to it for a couple of reasons. I can see if that’s changed. Thank you for the info. This does not actually solve our Accepted issue, however. An Estimate is Accepted when the end-user agrees to the service. There really doesn’t seem to be another status that would represent this well. While we are servicing the machine (on-site, cal lab, or repair lab) something else is identified. Cal becomes repair for example or parts are needed on the Work Order and we need to get the original Estimate amended. We always use Estimate.
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