RE: Unable to correct posted purchase invoice when the items have been shipped in sales order
Hello Tim - The Correct > Correct and Correct > Cancel are a simple and direct process to post a Purchase Purchase Credit Memo to a Vendor from a Posted Purchase Invoice. However, when inventory and certain Location configuration is involved, there are cases where the process entails alternative requirements. Typically, if the Correct > Correct or Cancel aren't available due to quantity warnings, the client will be required to create a Purchase Return Order and use the Process of Get Posted Document Lines to Reverse. The Process enables pulling in the posted document lines for managing Purchase Return processing and simplifies the data entry process.
Once the Purchase Return Order is created, the Get Posted Document Lines can be accessed from the Process Action>
Once Get Posted Document Lines to Reverse is selected, the system will present the list of posted document lines for the Vendor. In addition, there is an option to Return Original Quantity, which allows for the full return of the original quantity even if some of the inventory has been already sold. By clicking the vertical dots on a line and selecting the "Select More", the system allow for choosing which Item lines are being returned. Through this processing, the system will automatically manage the re-application of already applied quantity to the Purchase so the Purchase Return can be posted for the full, original quantity. (Note: there are limitations if the Item quantity was recorded on a Transfer Shipment to another location already.)
Click the vertical three dots ... and Select More, which allows for choosing which Items will be returned.
Although the method for processing the return is not as direct as the Correct > Correct or Correct > Cancel, it allows for the management of the return in the situations where return processing is some period of time after the original transaction was processed and already applied Sales have been applied to the purchased quantity.
