Credit Goods into Stock box editable

[Microsharp]

Hi Mike,

Can you please help us to make the credit goods into stock checkbox editable in Credit Note?

I have some sample of lock/unlock column on Lines only

Client is unsure whether stock will be returned until processing the credit note.

[Scott.Pearce]

That field is locked after save because credit notes place items into stock upon save, *not* at processing time.

What if the user decided to untick that field after save, and the stock had been taken by something else?

[Microsharp]

Hi Scott,

In that case will the system raise an error that there is no stock to untick?

[Microsharp]

The issue with client is that they are not sure whether stock is returned. I have created plugin to make the Credit Goods into Stock box unticked when creating new Credit but then it is locked at save so when client know that stock is returned there is no chance for them to change.

Can we somehow unlock the box please?

[Scott.Pearce]

I had a look and when unlocking that checkbox, stock is not manipulated whether ticked or unticked. The fact is the business logic ONLY inserts stock if InsertFlag = true (ie. this is new credit note) and the checkbox is ticked during save. The behaviour is too fundamental to the system to change.

How about if instead the business process is changed to go like this:

Create credit note, default credit-into-stock is unticked.
Save.
*If* it is later decided that they DO want to credit into stock:
Go to credit note, copy it.
On the copy tick credit-into-stock
Save
On original credit note, delete all lines
Save

You could even automate the above using a plugin.

[DannyC]

Jiwa has been like that for years and years.

Some clients to work around it, have the credits going to a specific logical warehouse just for credits. That way, if it's ticked & stock is returned to SOH upon save it can't be used for other transactions.

[Microsharp]

Hi Scott,

Can you please advise further about the automation of the Copy and Delete the lines of the original credit note? I will have to explain to the client about that. I already did the create new untick box as default.

Does that mean there will be a button to click when goods are credited to stock?

[Microsharp]

Jiwa has been like that for years and years.

Some clients to work around it, have the credits going to a specific logical warehouse just for credits. That way, if it's ticked & stock is returned to SOH upon save it can't be used for other transactions.

Hi Danny,

Do they use plugin for that, because they create credit note based on existing SO and it is in the same warehouse of the original SO

[Mike.Sheen]

Jiwa has been like that for years and years.

Some clients to work around it

I can't find any request to change the behaviour in our ticket system - perhaps we should log an improvement request.

[Scott.Pearce]

Can you please advise further about the automation

Here's a plugin that does the automation:

Plugin Credit Goods Into Stock.xml

(29.67 KiB) Downloaded 492 times

It could do with some polish - namely locking or unlocking the button depending on whether clicking it is appropriate, for example clicking it for a normal sales order makes no sense (and the button click code wont fire anyway).