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Re: Decrease invoiced quantities on Sale Order when credit note validated

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Re: Decrease invoiced quantities on Sale Order when credit note validated

by
MoaHub, Graeme Gellatly
- 30/11/2020 01:24:29
Hi,

If the credit comes from the sale then in general the sale is affected. Otherwise if it is created from the invoice it isn't.

It is too problematic to do any other way IMO. Especially if stock is involved. I mean generally, if you follow a basic guideline for Sales depending on policy that Invoiced means Ordered = Invoiced or Delivered > 0 and Delivered = Invoiced then the relevant Credits and Invoices can always be created from the Sale using Create Invoice button there is no need and in fact it is detrimental for the Invoice Refund button to affect the sale..

From memory the Credit Note options are something like.

Draft Refund - very often these should have no effect on invoiced qty as they can be simply price adjustments.
Modify - well now you have 2 problems. Because also the newly created invoice also won't affect the sale. If it is just a price adjustment similar to above then it won't matter.
Cancel - I just can't think of a reasonable use case to reduce the sale invoiced quantity without also having to affect stock. In any case Cancel is just shorthand for Create Draft Refund -> Validate.
  If I double invoiced something and need to issue a credit note, and the sale invoiced quantities are wrong then Create Invoice in sale is the correct method.
  If goods were returned, then create refund in the return picking wizard will decrement the delivered quantities and again Create Invoice.

On Thu, Nov 26, 2020 at 11:17 PM Pedro M. Baeza (Tecnativa) <pedro.baeza@tecnativa.com> wrote:
I would say that it's decreased if you select option 2 or 3 of the credit note, but not on option 1 (draft refund).

Regards.

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