Sales Return Vs Sales Credit Memo

krvenkata

Hi

I am seeing the same functionality in Sales Return order and Sales Credit Memo. How does both differ each other

Deep

Difference is same as there in Sales order and Sales Invoice.

AdamRoue

Is there any time difference between the goods being returned and the credit being issued? Do you have a RMA system of any kind, this separates the credit functionality from the stock aspect of the transaction.

gulamdastagir

well if the sales order has been shipped to the customer and the customer is not happy with some items he might return them so you would use return order to capture that transaction

but, when the customer has already paid for the item and he wants to return it then you would use a credit memo

Alex_Chow

In addition, when you have Warehouse management enabled, the sales credit memo will not run through the WHM process. Whereas the Return Order will.

hawwa

If you have post Ship only from sales order, you can use return order because you haven't invoice the customer yet. If you have post Ship + Invoice, then you have to use Sales Credit Memo.

Tomas

Alex Chow wrote:

In addition, when you have Warehouse management enabled, the sales credit memo will not run through the WHM process. Whereas the Return Order will.

If you have warehouse management enabled, and particularly if you have defined the "Direct Put-away" as yes on Location Card in Warehouse tab, you will have to use Adjustment Bind Code (again on Location card, on Bins tab). And then... when you will post sales credit memo, you will have quantity increase in Item Ledger Entry, but no increase in Warehouse Entries.

That might become a problem. Therefore, if you use warehouse management, you shouldn't use sales credit memos, if you want to return physical goods.

Maybe this does not sound clearly enough, however right now I am looking at this issue, when we have differences between item ledger entry and warehouse entries. All because of incorrect sales credit memo usage.