When you enter a sales return, you can use this batch job to delete a negative sales line from the document you are working in and move it to a different sales document type. The results, with regard to item availability and inventory value, are the same, but the entry is expressed as a positive line instead.
This batch job is found on the Sales Order, Sales Invoice, Sales Return Order and Sales Credit Memo windows under the Functions button.
To Document Type: In this field, you select which document type you want to move the negative sales lines to. You can see the different options and consequences below:
From the Sales Order and Sales Invoice windows, you can select either the return order or the credit memo. If you select the return order, you can separate the quantity and value parts of the transaction when you post. If you select the credit memo, posting updates both quantity and value at the same time.
From the Sales Return Order and Sales Credit Memo windows, you can select either the order or the invoice. If you select the order, you can separate the quantity and value parts of the transaction when you post. If you select the invoice, posting updates both quantity and value at the same time.
Click OK to start the batch job. If you do not want to run the batch job now, click Cancel to close the window.