D365 Finance & Operations and Dynamics AX Forum

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Reverse Sales Order

  • 1.  Reverse Sales Order

    Posted 20 days ago
    Survey:

    Which department in your company is responsible of reversing sales orders?

    Thank you.

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    Jorge Betancourt
    New Process Steel
    Houston TX
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Reverse Sales Order

    Posted 19 days ago
    We don't reverse sales orders. (note:  AX 2009, retail operation)

    Expectation is that sales clerks will initiate activities through Quotations, and those are confirmed to sales orders only when customer is ready to commit to the sale, usually with money in hand ready to pay.  (We have no A/R accounts; strictly cash and carry.)

    We generate an Outstanding Sales Orders report which lists for each store's managers which sales orders are outstanding in any of a multitude of ways. The report helps them identify sales orders that are "stale" (items still on order, no activity in N days). If a sales order needs to be cancelled (customer will not be buying what's on order), that store's sales desk personnel are responsible for doing that.

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    Robert Menschel
    Lead Developer
    HD Supply Home Improvement Solutions
    Roseville CA
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Reverse Sales Order

    Posted 15 days ago
    We have our customer service department do the "reverse" sales order or credit memo as we call it, and then our accounting department makes sure that the credit is done correctly and then posts it.

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    Mara Taylor
    Credit Manager
    Kent Water Sports Holdings, LLC
    Snoqualmie WA
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Reverse Sales Order

    Posted 15 days ago
    Our credit control/accounts receivable reverses sales orders mainly due to pricing errors (mainly due to ad hoc prices given to customers without advising Customer Service)

    If you don't reverse incorrectly priced sales orders and re-enter them with the correct pricing, any sales price adjustments won't go through your sales analysis

    Processing free-text invoices for price debits/credits is the recommended solution for pricing errors but the integrity of your sales analysis will be ruined

    For this reason all our stock items are coded by way of item setup to GL acc no 1000 Sales which agrees with our sales analysis

    Any sundry sales credits/debits processed using free-text invoices are coded to GL 1010 Sales - Other

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    Ian Deynzer
    CFO
    Jacobsen Creative Surfaces
    Auckland
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    Academy - Online Interactive Learning from Experts


  • 5.  RE: Reverse Sales Order

    Posted 8 days ago
    We processes a sales order reversal as a return sales order.

    Where items are physically returned, these are handled by customer service to coordinate the RMA.

    Others ( i.e. credit only and pricing adjustments ) are done by accounts receivable.

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    Barclay Hershey
    Financial Analyst
    Sugar Creek Packing Co
    Cincinnati OH
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    Academy - Online Interactive Learning from Experts


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