Thanks Rishi. If I am applying a Credit based off of a sales order I should know which invoice was generated. If the invoice has not been paid yet then I would simply use the credit memo to apply to that invoice. If they invoice has been paid then the user should have the option to generate a refund or credit on account. Does that make sense?
Same thing on the Return to Vendor. I should be able to identify which manufacturer invoice that I want to apply the credit to so when the credit is created it automatically applies it. This is of course if the credit is auto generated. If not we should be able to select which invoices we want to apply it to as it operated today. I think we will tackle this development. Thanks, James -------- Original Message -------- Subject: Re: Credit Memos that Tie to an Invoice From: Rishi Solanki <[email protected]> Date: Thu, July 20, 2017 6:22 am To: ofbizuser <[email protected]> James, You got it correctly, we need to apply it manually. Also it is logical, like credit memos or credit refunds go on the account, and for that account we may have multiple invoices. Lets suppose we received/paid payment of $100 and we have multiple invoices for the account of $50. Lets assume $50 amount with four invoices. As we received/paid only $100 so we can only apply this payment on two invoices. That is why system gave us the flexibility on which invoices user wants to apply. Also user may add her own algorithm to logically apply payment automatically. For that you may need some customization as per the requirement to do that. HTH! -- Rishi Solanki Sr Manager, Enterprise Software Development HotWax Systems Pvt. Ltd. Direct: +91-9893287847 http://www.hotwaxsystems.com On Thu, Jul 20, 2017 at 4:31 PM, <[email protected]> wrote: > > Am i correct that credit memos or credit refunds simply go on the > account and not automatically applied to a customer invoice or vendor > invoice? This is a manual step to apply credits? > > Am I missing something? > > Thanks, > > James > -------- Original Message -------- > Subject: Credit Memos that Tie to an Invoice > From: <[email protected]> > Date: Mon, July 10, 2017 5:21 am > To: [email protected] > > We are working with returns and we recently noticed that the system > creates a Payment to the customer. Is there a way to create a credit > memo instead of a payment? or decide on the return if a credit vs > payment is created? Also is there a way to relate a credit memo to the > original invoice that is getting credited out? > > Thanks, > > James >
