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ReportHow can I partially return a line item on an invoice?
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How can I partially return a line item on an invoice?
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Thank you Mariano.
There are two ways to do this:
1. You can create a SOP Return, which requires nothing more than to fill in the document header, choosing the customer, then simply selecting the item and entering the quantity to be returned. Word of caution here: you need to see at what cost the item went out on the invoice if you are going to bring it back at the same cost it went out. Also, this return document has no relation to the invoice, unless you make a note of that.
2. You can create an RMA for credit which also leverages the Returns Management module and the SOP Return feature. Open the Sales Transaction Entry window, click the Additional button on the ribbon and select Create Return. You will need to enter the RMA Type (requires setup, by clicking hyperlink on the RMA Type). You will then select the customer and in origin you will choose Sales Invoice. You can then pick the sales document. While this requires some additional setup for the Returns Management module, I like the fact that you now have a natural relationship between the invoice and the return document. Please take a look at the Fabrikam sample company for guidance on how to setup the RMA Type and by extension the Returns Management module.
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André Arnaud de Cal...
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