import a credit memo into GP from eConnect.

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Posted on by Community Member

Hi,

I need to import a "credit memo" (I do not know the correct GP naming for it, hope you understand what I want from reading this email) .

My situation is that the salesman might give credit to a client due to damaged good, as the damaged goods might below to several previous invoices I have no way to link the credit memo to a given invoice.

What I need is a document that works as a credit to the client (money wise) and also to have lines to know which products were returned.

The lines should not have an impact in the inventory.

is this doable?

Thank,

Ignacio

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Community Member on at

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RE: import a credit memo into GP from eConnect.

Hi Leslie,

Thank for your reply.

I reality it is not a return, but damaged goods. This is a produce company that does not accept returns, but they accept credits for damaged products.

Your idea of suffixing with a dot makes sense, but I was under the impression that the ITEMNMBR field was a FK to the item table, is this not true?

Thank,

Ignacio
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L Vail 65,271 on at

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RE: import a credit memo into GP from eConnect.

Hi Ignacio,

You can create a return document with no matching invoice - however, if you do not want it to impact inventory, but still want the items listed on the return, you have a different issue. Question, if the items have in fact been returned, why would it not impact inventory? In any event, to accomplish this you'd need to enter the item number with maybe a dot (.) at the end of the item number so that it wouldn't hook up with the actual inventory item. It would still show the number for reference, but it wouldn't increase inventory. Another way you could do it is to just create a standard credit memo in Receivables and list the items in a note field. You couldn't have a long list of items, but it might work for you. Eventually, that credit memo would be need to be applied to an invoice if they are going to receive the benefit of paying less. However, the invoice it's applied to doesn't need to have any relationship with the original invoice(s).

Kind regards,

Leslie
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RE: import a credit memo into GP from eConnect.

Hi Tim,

Thanks for you comments.

In anyway, I find hard to believe that there is no solution (out of the box) for this in GP.

Let me try to spin it in a different way.

Can I create a return with no matching invoice?

Thank,

Ignacio
TimDotNet 95 on at

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RE: import a credit memo into GP from eConnect.

Just about anything is doable with enough effort. You need engage a good GP consultant to develop you a solution for this. It sounds like you might be wanting the customer/salesman to fill in an info path form and I'd imagine approvals required before the form is applied to GP.

Could get quite complicated quickly.