Reverse Drop Ship Sales Orders in Acumatica
This video content details how to reverse drop ship sales orders in Acumatica, even after the vendor has already sent the goods directly to the customer.
Challenges
- Reversing drop ship sales orders in Acumatica can be tricky, especially when the vendor has already sent the goods directly to the customer.
- It’s not as simple as returning the goods to the warehouse.
- The challenge is getting the goods back to the vendor and ensuring that everyone involved gets their money back.
Solution
A solution is presented using a real-world example from a client who needed to reverse a drop ship sales order after it had been invoiced and delivered.
Here is the step-by-step solution:
- Create a new sales order with a specific order type (either RT or RMA). This tells Acumatica that this is a reversal, not a regular sale.
- Link the new sales order to the original invoice. This pulls in all the necessary details and keeps the drop ship connection intact.
- Generate a vendor return and process it like a regular purchase receipt. This brings the goods back from the customer to the vendor within Acumatica.
- Issue a debit adjustment to the vendor and apply it to the original vendor bill. This ensures the vendor gets their money back.
- Prepare an invoice on the return sales order. This generates a credit memo for the customer, which is then applied to their original invoice.
Benefits
- This process ensures that both the vendor and the customer are credited properly.
- Financial records are kept accurate.
- The solution highlights the importance of understanding Acumatica’s features and using them to solve complex challenges.
- By following these precise steps, businesses can successfully reverse drop ship sales orders in Acumatica and maintain financial accuracy.
For expert help with Acumatica, contact Tayana Solutions, the largest Acumatica services partner, at 678-910-2774.