How to Raise A/R Invoice Shortage

[former_member765295]

Hi Experts,

How can we Raise for Shortage for A/R Invoice with out Raising Item Type A/R Credit Memo to Reduce Bill Total of A/R Invoice.

We Need this Solution for A/R Invoice Which has been Claimed for Shortage but Actually No Return of Stock to us.

Regards,

M.Senthilnathan

Edited by: senthilnathan murugesan on Jul 24, 2010 11:47 AM

[Former Member · Accepted solution]

Hi,

Not sure if I completely understand... If your Item Invoice is for quantity of 10 but only 8 are delivered and you want to credit for 2 items, you should do an AR Item credit for the 2 items as they were not delivered; otherwise your inventory will be understated by qty of 2.

Otherwise, Gordon's solution is what you want to do.

Heather

[former_member765295 · Accepted solution]

Hi ,

If I Follow Gordon,

How can I Get the the paid amount With out Including Tax Amount..

How Can i Link The Reconciliation( OITR )Table With My A/R Invoice In Crystal Reports?

Other Wise

If I Follow Heather Wilkinson ,

Stock Will be again Returned to my Inventory.And My Sales Analysis Gives me Negative sales.

So, I Have to raise a Dummy Invoice with Document Total Zero To correct my Actual Stock.

Please Note .No Stock has been Returned back to us.Only Shortage Has been claimed by the party.

Please Help me in this Issue.

Regards,

M.Senthilnathan

[Former Member · Accepted solution]

Hi,

What is your process for such orders?... if you deliver qty of 8, do you always invoice for the ordered qty (over-invoice)? If yes, then how do you track that there are 2 qty still to be delivered? What does the customer expect in case - the 2 items to be delivered or to cancel that part of the order?

If they want to cancel the o/s (backorder) quantity, then I would think you would want to post an entry that would include inventory to show what was actually delivered to the customer. It should not show a net negative sales amount as you did deliver them with inventory - unless no quantities were delivered for the whole order. Then you wouldn't be negative but down to $0 and 0 quantity.

If they are expecting the backordered items, then it doesn't look like you need to provide a credit but have a way to track that the b/o items need to be delivered once available (question: how did you invoice for a qty that was not in stock/available?).

Heather

[Former Member · Accepted solution]

To Get the the paid amount With out Including Tax Amount, you just issue the service type credit memo with exact amount equals to the differences between original invoice minus paid amount.

For joining OITR to OINV in CR, it might be better done through Command by a working query.

[Former Member]

Hi M.Senthilnathan,

You may create a stand along Service Type Credit Memo with clear remark to mention the invoice number. Then, reconcile with the A/R invoice.

Thanks,

Gordon