Create Correction Invoice for Returned Goods

Explanation

N.B. You can create a corrective invoice for a Return Material Authorization (RMA) at various stages, the first being after release of the RMA.

When parts are being returned from a customer, you can create a correction invoice for the returned parts. The correction invoice can be viewed and changed in the Customer Invoice window.

Prerequisites

The RMA (Return Material Authorization) must have been created and approved for credit (The Credit Approver ID field of RMA lines must have a value).

There must be at least one RMA line for which a correction or a credit invoice has not been made.

A customer order and reference invoice must be connected to the RMA line. Two RMA lines cannot be connected to the same reference invoice line. Status of reference invoice should be Posted Authorized, Paid Posted or Partly Paid Posted.

The reference invoice may be:

• A debit invoice: if no correction invoice has already been created for the debit invoice. Invoice type must be CUSTORDDEB or CUSTCOLDEB.
• The last correction invoice: if correction invoices have been created with reference to the debit invoice. Invoice type must be CUSTORDCOR or CUSTCOLCOR.

It is possible to create a correction invoice with reference to a debit invoice, even after a credit invoice has been created for it.

Components of package parts should not have been returned (if they have been, you will have to create correction invoices independent of returns i.e., from the Create Customer Correction Invoices window or Customer Invoice window).

System Effects

A correction invoice is created for the returned quantity. Several correction invoices will be created if RMA lines were connected to different reference invoices. RMA lines connected to the same reference invoice (but different invoice items) will be grouped to create a single correction invoice.

The ID number of the correction invoice will be indicated in the Credit/Corr. Invoice No column of the RMA lines that are included on the correction invoice.

Charges from the reference invoice connected to the RMA line are shown on the created correction invoice. Charges from the RMA are not included.

Price changes on the RMA lines are not reflected on the correction invoice created.

The Latest Delivery Date field on the Customer Invoice/General tab will display the latest delivery date of the reference invoice connected to the RMA lines. A latest delivery date is not displayed if the reference invoice itself has no latest delivery date.

Window

Return Material Authorization

Related Window Descriptions

Return Material Authorization

Procedure

To create a correction invoice for an entire RMA:

1. Populate or search for the appropriate RMA.
2. Right-click on the header and click Create Correction Invoice.
3. Click OK in the message that appears. To change information in the correction invoice, use the Customer Invoice window.

Note that it is not possible to create correction invoices at RMA line level.