Purchase Return and Customer Return

Question

Accounting has validated a Purchase return where on the grid the option to generate a credit memo was set to "NO". It needs to be set to "YES"

The purchase return also creates customer return that has not been approved.

How can we correct this so the purchase return and the customer return generate credit column is YES so Accounting can process what they have to do.

Michael Tsai · Accepted Answer

In the case of a validated purchase return, you should be able to click on the action icon of the line and choose "Gen. Credit Memo" option to change the flag on and off. 
 
 As for customer return, is it not allowing your to change the "Credit Memo" flag? It's allowing me to change it after the "returned qty" is filled in.

Shereef · Answer

Even if you choose Yes in the generate credit memo column, system will not create automatic credit memo. Instead we need to go to create credit note by picking the return from the left list.

Sage X3

Purchase Return and Customer Return

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