Last year shipment returning this year

kmkaot

hi friends,

My sales department people shipped some quantity as part of sales in last year (2013). later 2013 financial year is closed. Customer returned some quantity in this year. What should I do?

1. I cant undo shipment because it effect last year stock value.
2. If do sales return this year , stock will be ok, but it will be pending as there is no Credit Memo posted for Sales returns.
3. is it ok, if just posted sales return receipts?

warm Regards
KMK

tinoruijs

Does the customer gets money back? If so, how?
You could post sales return and post a credit memo with amount 0. But I guess the customer wants money for the returned goods?

kmkaot

Hi,

Just we did sales shipment only and no financial transactions happened.

My argument is, no need of Credit Memo because there is no Financial effect on customer card. If we just post sales returns, these document is will be pending with tag 'Sales return received not invoiced' How to avoid this.

Warm regards

tinoruijs

When you only want a inventory-movement and no registration on customer, then you can use Item Journal.

kmkaot

This would be ok, but what about posted shipment not invoiced and still laying in the system with tag ' Shipped Not Invoiced'

what about expected cost?

tinoruijs

When this situation is an exeption, I would just post an invoice to clear Shipped Not Invoiced.
And then checkout how the expected costs are handled. And maybe let the financial department make a memo if it's necessary.