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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Rebating items on a sa...
Small and medium business | Business Central, N...
Suggested answer

Rebating items on a sales order

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Posted on by Community Member

Hi All! 

In our business we usually rebate items from earlier sales orders. E.g. One customer's orders 10 pcs of item A. Then later on, after a period of time, the customer orders 5 pcs of item B and let us know that 1 pcs of item A will need to be rebated as it wasn't sold in time before it's best before went outdated. 

We could use just a G/L account line item, with a quantity of 1 and put in a negative unit price matching the price of item A. However, this way in our reporting the sales of item A is 10 pcs and Item B is 5 pcs, even though effectively item A sales should have been 10 - 1 = 9 pcs. 

How could we rebate items on a sales order? We have a standard cloud BC without any modules. It's clear that we are selling Inventory items, which means we are not able to use negative quantities on a sales order. 

Any comments or ideas are welcome and much appreciated!

Categories:
Dynamics 365 Business Central
  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Rebating items on a sales order

    Martti,

    If you have already posted the Sales Order, their is nothing you can to to add or change the Posted Sales Invoice. You can always reverse the entire Posted Sales Invoice and start over but that requires the same effort as my original recommendation.

    Thanks,

    Steve

  • Community Member Profile Picture
    Community Member on at
    RE: Rebating items on a sales order

    Hi Steve!

    Thanks for the help! Exactly, we are selling products that can expire and if not sold by Customers we will rebate them. I think this is a good solution to handle these products without affecting stock value.

    However, in our case, we would like to avoid any separate credit notes that we and customers need to reconcile. Also, we have used in our earlier ERP a process where we have simply added these rebate lines to the sales order. This way our salespersons don't have to do two things, a Sales Order and Sales Return Order, but just a Sales Order.

    Would there be any solution where we could be able to do just on a sales order?

    Thanks!

    -Martti

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Rebating items on a sales order

    Hello,

    Are you selling Items to customer that have an expiration date and if the customer fails to sell the Item you allow for the Customer to tell you and you will credit the customer? If yes, you can use Sales Return Order to bring in the Posted Invoice for the Item sold and on the Sales Line you can enter a Reason Code to a special Location (call it Non-Returned Inventory) with 0.00 Cost. Once a month you can clear the Location to 0 Inventory Qty by doing a quick Physical Inventory entry. It has no G/L impact but will clear the quantities. Now when this return is posted it will show 9 sold.

    Thanks,

    Steve

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