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I created a invoice an Service Order - Project Mnagement.
Now i want to raise reversal for the invoice
I could not find how to return the item invoiced thru this service order
Is it also possible to return partial qty of the Service or Item invoiced.
Hi Sriram GS,
Can't you simply select the transaction for credit note and then create a new invoice proposal?
You should be able to handle this from the project to which your service order is linked to.
I tried to create the invoice proposal, there I see we can create only the credit note, which satisfies the financial part.
How about the item reversal and the inventory transaction ?
Do the material gets reversed and adds to the stock automatically or any other process to be followed?
Also I need to do the reversal of item partially. Is it possible ?
The reversal of the item related transactions would require some manual process steps. Alternatively, you post a negative item transaction for the correction and invoice this one to generate the credit note.
Can you explain how to proceed in details
Please try the following:
1. Go to the posted transactions for your project
2. Find actions - select for credit note
3. Create the credit note proposal and post the credit note as any other project invoice
4. Create an inventory adjustment journal and post the items back on stock.
Alternatively, you can do the following
1. Post a negative transaction for your service order. Just the same way as you posted the original one but with a negative sign
2. Create the credit note proposal and post the credit note as any other project invoice
Step 1 should ensure that your inventory levels are ok in the alternative process.
So it seems that there is no provision of raising a return order as we do for Sale / Purchase Order , which directly raises a credit note and inventory reversal.
A manual journal entry to be made individually for Credit note and Item inventory adjustment
Right. The return order process won't be applicable for your service orders.
Thanks for the guidance
Will check and revert shortly
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