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Partial Return of Service Management invoice

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Posted on by sriram

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Hi,

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.

Please suggest

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Ludwig Reinhard Microsoft Employee on at

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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.

Best regards,

Ludwig

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sriram 781 on at

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Hi Ludwig,

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 ?

Please advise

Regards

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Ludwig Reinhard Microsoft Employee on at

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Hi Sriram GS,

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.

Best regards,

Ludwig

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sriram 781 on at

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Hi Ludwig,

Can you explain how to proceed in details

please guide

Regards

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Ludwig Reinhard Microsoft Employee on at

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Hi,

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.

Best regards,

Ludwig

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sriram 781 on at

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Hi,

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

Please advise

Regards

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Ludwig Reinhard Microsoft Employee on at

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Right. The return order process won't be applicable for your service orders.

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sriram 781 on at

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Hi Ludwig,

Thanks for the guidance

Will check and revert shortly

Regards

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