usiness Partners - Solutions

Unit: Sales-A/R
Topic: Returns, Credit Memos and Negative Rows

5-1 Create a sales order for a customer.

Choose Sales-A/R  Sales Order.
5-1-1 Enter the following information:
Field Name or Data Type Values
Customer C42000
Delivery Date Today’s date
Items C00008
C00009
C00010
I00005
Quantity 5 of each
Choose Add to save the order.
Sales order number: ___________________________
5-1-2 Deliver the sales order.

Choose Sales-A/R  Delivery.

Enter customer C42000.
Choose Copy from.
Choose Sales Orders.
Choose the sales order you just created from the list.
Choose Draw all Data and accept the defaults in for copying exchange
rates in the Draw Document Wizard.
Choose Finish.
Choose Add to save the delivery.
Delivery number: ___________________________
Confirm the system message.

5-1-3 The customer tells you that item C00009 was damaged in transit and would
like to return the quantity of 5 that they received. Create a Return
document.
Choose Sales-A/R  Returns
Enter customer C42000.
Choose Copy from.
Choose Deliveries.
 Choose the delivery from the list.
In the Draw Document Wizard, select Customize.
Choose Next.
Select only C00009.
Choose Finish.
In the Remarks field, enter a note about why the customer returned the
items.
Save the Return document by choosing Add.
Return Document Number: ___________________________
Confirm the system message with Yes.

5-1-4 Invoice the sales order.

Choose Sales-A/R  A/R Invoice.

Enter Customer number C42000.
If you receive any messages about credit limit, confirm the messages.
Choose Copy from.
Choose Deliveries.
Choose the delivery you just created.
Choose Draw all Data in the Draw Document Wizard.
Choose Add to save the invoice.
A/R invoice number: ___________________________
Confirm the system message with Yes.

5-1-5 The customer is displeased with how item C00010 is working and they
would like to return it. Create a credit memo to return the items.
Choose Sales-A/R  A/R Credit Memo
Enter customer C42000.
Choose Copy from.
Choose A/R Invoices.
Choose the A/R invoice you just created from the list.
In the Draw Document Wizard, select Customize.
Choose Next.
Select only C00010.
Choose Finish.
In the Remarks field, add a note about why the customer returned the items.
Save the credit memo document by choosing Add.
Credit Memo number: ___________________________
Choose Yes to confirm the system message.

5-1-6 The customer has realized that they need a different type of battery. They
would like to exchange the item I00005 for item I00006. Complete the
exchange using only one document.
Choose Sales-A/R  A/R Invoice.
Enter customer C42000.
If you receive messages about credit limit, confirm the messages.
Enter the following information:
Field Name or Data Type Values
Due Date Today’s date
Customer Reference No. <Your original invoice
number>
Item1 I00005
Quantity -5
Item2 I00006
Quantity 5
Remarks Customer is exchanging
batteries from invoice
<number from invoice you
created>

Save the A/R invoice by choosing Add.

A/R invoice number: ___________________________
Choose Yes twice to confirm both system messages.