Requirement:
Reversing sales orders that have been shipped but not invoiced, as well as those that have been shipped and invoiced. We will also explore the scenario of reversing a purchase order that has related transactions.
Solution:
- In NetSuite, there is no standard functionality for reversing sales orders that have already been shipped.
- As an alternative,
- For Sales Order: Make the invoice for the item that will be reversed in the shipped sales order first. After that, create a return authorization record from the invoice, and refund the returned items. Only after that will it be properly recorded in NetSuite.
- For Purchase Order: Create the Bill for the item that will be reversed in the received purchase order first. After that, create a vendor return authorization record from the bill, and credit the returned items.
Challenge:
There is an option to reverse the items from the Sales Order record, and the Sales Order will remain open status even if it is returned. As a result, we should restrict the generation of return authorizations from PO and SO based on the client’s needs using workflow or script(Remove Button).