{"id":5614,"date":"2013-12-26T13:01:40","date_gmt":"2013-12-26T13:01:40","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=5614"},"modified":"2019-02-28T11:30:07","modified_gmt":"2019-02-28T11:30:07","slug":"sales-invoice-reversals-in-sage-300-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2013\/12\/26\/sales-invoice-reversals-in-sage-300-erp\/","title":{"rendered":"Sales Invoice Reversals in Sage 300 ERP"},"content":{"rendered":"

Sage 300 ERP has an inbuilt functionality to reverse the Sales Invoice either due to incorrect data punched in the system or due to various other reasons such as defects in goods while transporting Inventory to the customers, quality not matching with customer specifications, etc. Sometimes, users mistakenly key in the incorrect data in the system as mentioned below and post the documents.<\/p>\n

\u00a0 1.<\/strong> Incorrect Posting date entered in the Invoice
\n\u00a0 2.<\/strong> Incorrect Location entered in the Invoice
\n\u00a0 3.<\/strong> Incorrect Tax details selected
\n\u00a0 4<\/strong>. Incorrect Exchange Rates entered
\n\u00a0 5.<\/strong> Incorrect Customer Selected
\n\u00a0 6.<\/strong> Incorrect Shipment Number Selected
\n\u00a0 7.<\/strong> Incorrect Miscellaneous charges loaded in the Invoice<\/p>\n

\"Image<\/a><\/p>\n

There are two ways to reverse the Sales Invoices in Sage 300 ERP;<\/p>\n

    \n
  1. Manually reverse the documents<\/li>\n
  2. Automate the reversals via macro<\/li>\n<\/ol>\n

    Let\u2019s have a look in the manual process
    \nRaise a Credit Note from OE; navigate to OE Transactions -> Credit\/Debit Note Entry. Select the Document Type as Credit Note. Select the customer and the Invoice no<\/p>\n

    \"Image<\/a><\/strong><\/p>\n

    New Stuff:\u00a0<\/em><\/strong>Customer Item Numbers in Sage 300 ERP<\/a><\/p>\n

    There are three types of Credit:<\/p>\n

      \n
    1. Items Returned to Inventory<\/strong> – If the Items need to be returned to the Inventory, then this type Items Returned to Inventory should be selected in which Inventory would be debited. This would return the items back to inventory which can again be shipped and Invoiced.<\/li>\n
    2. Damaged Items<\/strong> – If the items that have shipped to the customer (in transit) have been damaged during transportation or some other reasons, then the Credit type selected should be Damaged Items. This would have a credit effect on the customer and no effects on the Inventory.<\/li>\n
    3. Price Adjustments<\/strong> – If the item that has been shipped to the customer has a price negotiation, then the credit type should be Price Adjustments, wherein only the Item Sales Amount would be affected and has no implications on Inventory.
      \nOnce the relevant type is selected, you need to check other details like quantity, cost and post the same. At this step, the Invoice reversal is done. Create a fresh Sales Order, Shipment and Invoice with appropriate details.<\/li>\n<\/ol>\n

      For auto-reversals, Sage 300 ERP provides a macro which automates the process of reversing an Invoice by Auto-generation of Credit Notes and also the shipment.
      \n1<\/strong>. Run the macro from the following path
      \nGo to Menu bar -> Macro -> Click on Run<\/p>\n

      \"Image<\/a><\/p>\n

      \u00a02<\/strong>. Once we click on Run Macros, the following UI will open<\/p>\n

      \"Image<\/a><\/p>\n

      3<\/strong>. Once done, select the Invoice to be reversed and click on Proceed.<\/p>\n

      \"Image<\/a><\/p>\n

      4. This would reverse the Invoice by auto-generating Credit note and shipment as well. The details of the document generated would appear in the Results<\/p>\n

      \"Image<\/a><\/p>\n

      Thus, by following the above mentioned steps users can reverse the Sales Invoice either manually or through automation in Sage 300 ERP.\u00a0<\/b><\/p>\n

      About Us<\/strong><\/span>
      \n      Greytrix<\/a>\u00a0a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

      Greytrix<\/a>\u00a0offers unique GUMU™ integrated solutions of\u00a0Sage 300 with Sage CRM,<\/a>\u00a0Salesforce.com\u00a0<\/a>and\u00a0Magento eCommerce<\/a>\u00a0along with Sage 300 Migration from\u00a0Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works<\/a>. We also offer best-in-class\u00a0Sage 300 customization and development services<\/a>\u00a0and integration service for applications such as\u00a0POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP<\/a>\u00a0and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services \u00a0to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as\u00a0GreyMatrix<\/a>,\u00a0Document Attachment<\/a>,\u00a0Document Numbering<\/a>,\u00a0Auto-Bank Reconciliation<\/a>,\u00a0Purchase Approval System<\/a>,\u00a0Three way PO matching<\/a>,\u00a0Bill of Lading<\/a>\u00a0and\u00a0VAT for Middle East<\/a>.<\/p>\n

      For more details on Sage 300 and 300c Services, please contact us at\u00a0accpac@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

      Sage 300 ERP has an inbuilt functionality to reverse the Sales Invoice either due to incorrect data punched in the system or due to various other reasons such as defects in goods while transporting Inventory to the customers, quality not matching with customer specifications, etc. Sometimes, users mistakenly key in the incorrect data in the\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[307,996,2195,2446],"class_list":["post-5614","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-automate-sales-reversals-in-sage-300-erp","tag-fix-issues-in-wrong-details-entered-for-sales-invoice-sage-accpac","tag-rectify-incorrect-sales-invoice-in-sage-300-erp","tag-sage-accpac-incorrect-sales-invoice-data-entry"],"yoast_head":"\nSales Invoice Reversals in Sage 300 ERP - Sage 300 ERP \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2013\/12\/26\/sales-invoice-reversals-in-sage-300-erp\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sales Invoice Reversals in Sage 300 ERP - Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage 300 ERP has an inbuilt functionality to reverse the Sales Invoice either due to incorrect data punched in the system or due to various other reasons such as defects in goods while transporting Inventory to the customers, quality not matching with customer specifications, etc. Sometimes, users mistakenly key in the incorrect data in the\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2013\/12\/26\/sales-invoice-reversals-in-sage-300-erp\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2013-12-26T13:01:40+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-02-28T11:30:07+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2013\/12\/Image-1.jpg\" \/>\n<meta name=\"author\" content=\"sage300\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"sage300\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2013\/12\/26\/sales-invoice-reversals-in-sage-300-erp\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2013\/12\/26\/sales-invoice-reversals-in-sage-300-erp\/\",\"name\":\"Sales Invoice Reversals in Sage 300 ERP - 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