Undo charge item line

surajv

On the sales order when adding a charge item to the sales line and adding this cost to line one say.

Once this charge item is shipped we cannot undo shipment.

I require to know how to cancel this line or refund it to the customer?

Yashojit_Pandhare

Hi Surajv,

Why not do this:

Do not Ship the Charge (Item) while doing the shipment, that is while doing shipment, blank out Qty. to Ship for Charge (Item). As such system does not create Charge (Item) related value entries when only shipment is done.
With no shipped qty. for item charge on shipment, you can do the undo shipment.

Put the Qty. to ship and qty. to invoice on Charge (Item) only while posting Order to Invoice.

surajv

okay thank you. what if it been already been invoiced? Can you suggest what i can do maybe a credit memo?

Yashojit_Pandhare

You are mentioning about Undo shipment, that means you have still not invoiced your order, because once order is invoiced you cannot do undo shipment anyway.

If you have invoiced then yes.. credit memo should be fine.