Reverse itemfulfilment

Hi,

Im struggling to understand why this seems so difficult in Netsuite, heres the scenario

We dont have Netsuite WMS.

  1. Sales order has been created
  2. We bill upfront so Sales invoice has been issued but not paid.
  3. IF has been created but its in a state of Packed
  4. Customer has now cancelled the order

Therefore what is the quickest what to reverse the IF, Issue a credit, and close the sales order?

I can delete the IF under the admin role, what permission is needed to give this to warehoues manager role if this is the best option, they have full permissions on item fulfilment

 

Regards

 

Andy

 

 

Rookie Asked on August 22, 2023 in How To's.
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1 Answer(s)

We have this on occasions with our shipments too, we would handle as below. I don’t know it’s “best practice” but it works for us.

  1. Sales order has been created
  2. We bill upfront so Sales invoice has been issued but not paid.
  3. IF has been created but its in a state of Packed
  4. Customer has now cancelled the order
  5. Delete IF (Warehouse manager role – full IF permission, Edit IF and action, delete – reason – Cancelled order)
  6. Close SO
  7. Request Finance Cancel invoice – finance cancel but zeroing the Qty on the invoice and mark manually as “cancelled” – This keeps the invoice so there isn’t a numbering gap, zeroing the Qty, keeps the items on the invoice for reference but changes the GL posting amounts to 0 & shows on system info for future.  This is only done if the period isn’t locked and finance are happy (usually within 24 hrs of issuing the SI).
  8. Add a note to the customer record with invoice number and something that explains the customer cancelled at packed point etc.

It may not work for you, but hope it helps.  We went this way as we found if we Credited the invoice, the system wanted to bring stock back in (we work with lot batch assembly builds) that we haven’t actually shipped so would have to “ship” it to then return it. That is something we have done on some transactions but only usually once it’s left the building.

Rookie Answered on August 29, 2023.
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