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Customer Credit - Not tied to a CO

  • 1 February 2023
  • 4 replies
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Userlevel 3
Badge +9

Good Morning, 

 

We recently converted a location from a legacy system (discontinued) to IFS Apps 10 and need to complete a Customer credit that was originally in said legacy system.  Is it possible to create a Misc Credit in IFS that is not tied to a Customer Order for a Customer?

 

Thank You

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Best answer by WyrLeeLeW 2 February 2023, 16:24

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4 replies

Userlevel 2
Badge +7

Hi 

What is the scenario for the credit? Is an item being returned or some other reason?

 

Regards

Lee

Userlevel 3
Badge +9

The part was returned in the legacy system, not in IFS. So I just need a MISC sell credit for the Customer.

Userlevel 2
Badge +7

You could raise an RMA add the item in question then you will have something to raise a credit against. You can process the RMA so you don’t return an item into stock. 

 

Alternatively, I think you can use an Instant Invoice to do an ad-hoc credit but this may be better answered by someone who has more knowledge of Finance. 

 

Userlevel 3
Badge +9

Thanks @WyrLeeLeW.  The RMA wouldn’t work but the Instant Invoice I had never been trained on by IFS.  This is perfect.

 

Thank you

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