How to return orders without converting sales order to sales invoice in BC? What is the best practice?

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Posted on by Benn09

Hi,

We are currently not using sales invoice when the product orders were not being applied to the person and in some cases some product orders are being returned to our warehouse which are normally with sales order document attached. Is it possible to return orders in BC without converting sales order to sales invoice? What are the things to look on when returning orders? and what is the best practice when undoing the shipment?

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YUN ZHU 81,422 Super User 2025 Season 1 on at

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RE: How to return orders without converting sales order to sales invoice in BC? What is the best practice?

Hi, just using Undo in Posted Sales Shipment.

More details: https://yzhums.com/3267/

Hope this helps as well.

Thanks.

ZHU
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ew98000 225 on at

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RE: How to return orders without converting sales order to sales invoice in BC? What is the best practice?

Are you saying you have shipped the product and posted the shipment in BC but you have not posted the invoice? If this is the case then you would undo the shipment on the line of the posted sales shipment document. That will create a reversal of the shipment.

That's all there is to do.

If you have already posted the invoice then you cannot undo the shipment. You must create a sales credit memo or a sales return order.