Restrict return invoice if PGR is not done

[Former Member]

Hi,

I am doing return sales cycle.System allows to create credit memo(order-related) even if PGR is not done.Need to restrict this.

But in normal sales cycle it's not happening.Kindly suggest.

Thanks,

Prabhu.

[Lakshmipathi · Accepted solution]

You need to change the item category settings to Delivery Related Billing, instead of Order related Billing.  Else, system will allow you to generate credit note.

G. Lakshmipathi

[Former Member · Accepted solution]

Hello Lakshmipathy,

As per standard,Credit memo to be created by order related billing??

Also copy controls settings between LR-RE is missing in the system.Some clients in our company for their process,not doing return delivery.Straightly doing return sales order and credit memo.

Thanks,

Prabhu.

[Lakshmipathi · Accepted solution]

As per standard,Credit memo to be created by order related billing??

Not necessary.  You can have delivery related credit memo also.  If the copy control is missing in your system, you can extend for LR > RE Credit Memo in VTFL.  This is the straight solution to your requirement.

G. Lakshmipathi

[Former Member · Accepted solution]

Thank you sir 🙂

Prabhu.

[Lakshmipathi · Accepted solution]

If your query is addressed, please close with appropriate status so that it will be helpful for others who search at a later date for the same issue.

G. Lakshmipathi