Credit notes, return stock only when processed  Topic is solved

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Credit notes, return stock only when processed

Postby DannyC » Tue Jun 25, 2019 3:31 pm

A long running issue with Jiwa (all versions) is that when a credit note is saved, the stock is automatically returned to stock, when tickbox is ticked "credit goods into stock".

Doing that is fine when stock is indeed returned when the credit is raised, but often debtors return stock well after a credit has been raised & it creates incorrect stock levels if a stocktake is done or if a later sales order is done, and stock is expected to be there to pick but physically doesn't exist. Over the years some clients have worked around it through various means. Some save credits into a credit-specific warehouse, then later do warehouse transfers. Others have reports which they regularly run, others have business rules & workflows to deal with it.

Just wondering, with the much enhanced functionality in 7.x how feasible is it to develop a plugin which only returns stock if a credit note is processed?
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Re: Credit notes, return stock only when processed  Topic is solved

Postby Mike.Sheen » Wed Jun 26, 2019 12:17 pm

Hi Danny,

If you're handling customer returns that way, what you should do is create a credit note (perhaps from an existing sales order, perhaps not - it doesn't matter) and set all the quantities to 0 until you physically get the goods.

What you're doing is creating a pseudo customer RA document - in advance of receiving the goods (they can probably use the Jiwa credit note No. as an RA number). Then, when the goods are received the user should key in the actual quantities received per item and when all done save and then process.

So, to set all the quantities to 0 as per the first part of this process you could have a plugin add a button to do that or something - and if you want to go fancy have a custom field against the line to store the expected return quantity so when they eventually do receive the goods they can verify if what was returned was expected or you could also enforce some logic prevent overs or unders.
Mike Sheen
Chief Software Engineer
Jiwa Financials

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Re: Credit notes, return stock only when processed

Postby DannyC » Thu Jun 27, 2019 11:50 am

Nice idea. A perfect example of the
business rules & workflows to deal with it
I mentioned.

I'll pass that one onto the client & see if they bite.
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