Open Forum

  • 1.  Returning assembly orders

    Posted Oct 01, 2021 02:11 PM
    Is there a way to pull what was shipped on an assembly order into a return??

    When we sell an assembly order, at times we delete items from what we call a kit to meet customer requirements.  In the Order, we go to the assemble-to-order Lines and delete some items and then roll up the price.

    The issue is when the kit is returned, and we copy doc into the return it pulls the FULL assembly BOM into the return not what was shipped to the customer. Any way to pull just what was shipped to the customer?

    Thanks

    Heather

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    Heather Jackson
    Canalta Controls Ltd
    Red Deer AB
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  • 2.  RE: Returning assembly orders

    NAVUG ALL STAR
    Posted Oct 05, 2021 05:29 PM
    Heather,

    Is this NAV or BC. If BC, have you tried creating the Sales Return Order, then click Process/Get Posted Document Lines to Reverse...  This will only bring Sales Lines from Posted Sales Invoices. It should do what you want.
    Thanks,
    Steve


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    Steven Chinsky
    Manager
    Wipfli
    Mansfield MA
    NAVUG/BC Programming Committee Member
    NAVUG All-Star, Granite Award Recipient, MCP, DCMP
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