Administration, Core Financials, and Project Accounting

[skipwhitten]

Hi All,

We had a sales order created with the wrong pricing on it. The order was shipped and invoiced before the mistake was caught.

When we try and create a credit memo, the moment we put in the part number, an error message appears that states, "Item ABCD is not a valid item for the current application usage". The item is a finshed good and no one seems to recall the correct way to adjust the clients account with a credit.

Thanks in advance!

Skip

[JohnHanrahan]

Skip,

You might check Maintain Items then on the Sales tab there is a check box for Allow Returns.

John

[skipwhitten]

Hi John,

I did check that before posting and we do allow returns for the item in question.

Thanks,

Skip

[skipwhitten]

Another clue....if I do a lookup instead of entering the item in Enter invoices, the only 'item types' available to pick are 'service' or 'misc items'. Finished Goods are not there.

Skip

[Cyn]

Hi

If you just want to do a credit memo to reduce the price on the invoice, you would do a description item for the adjustment of the price and enter the gl account you want to adjust.

You can't issue a credit directly for an inventory item in AR, you would do a SO Customer Return, select credit memo in AR, then  re-ship and re-invoice. Which is probably what you don't want to do.

Thank You

Cynthia Bolick

QA Sage 500 ERP

[skipwhitten]

Hi Cynthia,

I will pass that along.

Thank You!

Skip

[trodman]

Note that doing a true return will put the item back in inventory and you will need to ship it again to get inventory correct.  It might be easier just to a manual credit memo but use a non-inventory item.