You may agree to compensate a customer by allowing them to return a sold item against a sales return order. When you invoice the sales return order, you may then want to revalue the item at the unit cost that is connected to the original sales entry. (The program will, by default, value the item according to the current unit cost except in the case of a fixed application.)
At this point, you have shipped the item to the customer.
Create a sales return order for the customer.
Enter a line for the returned item.
In the Appl.-from Item Entry field, click the AssistButton to the right and select the number of the original sales entry number. This links the sales return order to the original sales entry and ensures that the item is valued at the original unit cost.
Create a sales return order for the customer.
Click Functions, and select
either the Copy Document function or the Get Posted Document
Lines to Reverse function.
Use the Copy Document batch job
if you want to copy an entire document, possibly including the
header. The Copy Document batch
job only enables exact cost reversing when the exact cost reversing
mandatory option is set up in the sales and receivables setup.
Use the Get Posted Document Lines to
Reverse function if you only want to copy certain lines from
one or more posted documents. The Get
Posted Document Lines to Reverse function always creates
exact cost reversing.
When you use either of these functions (and, in the case of the
Copy Document batch job, when
you have set up exact cost reversing as mandatory in the sales and
receivables setup), the program automatically fills in the
Appl.-from Item Entry field on
the lines. If the line has item tracking, the program fills the
Appl.-from Item Entry field on
the item tracking line or lines instead of on the document
line.