Sales Order Correction after Processing
CAG – CAD – WVC – WVR
WHEN A CUSTOMER IS TO BE ISSUED CREDIT / INVOICE CORRECTION
Last Updated 10/29/21
A CAD or WVC (Wessels) Sales Order backs off the total amount of the price charged of the item on the original sales order. A new sales order is then created for total amount.
Ex: Wrong customer was invoiced.
A CAG Sales Order only backs off the amount of the debit or partial credit.
A WVR (Wessels) Sales Order is used for partial credit on Wessel orders.
Create a new Sales Order if you need to re-invoice the customer.
When in doubt, check with Finance (Currently Sue Hamilton or Vickie Tooley).
Go to BAAN ERP – Sales – Sales Orders
Create a New Sales Order
Enter Customers Business Partner number. Example: PNMC35394
Type = CAG, CAD or WVC, WVR (For Wessels)
Number = CAG, CAD or WVC, WVR (Same as entered for Type)
Plan Del Date: Current Date
Plan Ship Date: Current Date
Warehouse = ZRGAT
Cust. Order = Enter Original PO or WO (Wessels Work Order) part was manufactured under
Reference A: Phone Number of Company/Buyer to be reimbursed (Put a period . for Wessels)
Reference B: Buyers Name (Put 2 periods .. for Wessels)
Rep 1: Your Clock No.
Rep 2: Clock No. of other NM Contract Manufacturing Rep.
(Returns) Original Document Type = Order
(Returns) Original Document Number = Original Sales Order (Ex: CON001234) (WVO for Wessels)
Over-Wright original Def = NO
Return Reason Code = 1345 (NM Contract Mfg.) NOTE: Use ERROR for Wessels
Click on – Sales Order Lines button
Item = SALES CREDIT (Instead of part number)
Ordered Qty = -1 (Negative 1)
Amount = Dollar amount being credited to customer
Save – Close & return to the main header page. (tdsls4100s000)
Click on text, footer text, create & then enter reason for the CAG-CAD-WVC or WVR
Include: Reference the original Sales Order that the credit is against.
Part number credit is issued for.
Reason for credit being issued.
Add a Reason Code - Refer to CAG-CAD-WVC-WVR reason codes.
Include total amount of credit
Save - Close - Close
Request Customer Support (Angie Shilling or Barb Shelt) to print a copy of CAG–CAD–WVC or WVR
Take a copy to Finance department (Sue Hamilton or Vickie Tooley)
NOTE: If order is CAD, or WVC a new CON or WVO Sales Order is needed to invoice the customer.
This will need to be staged and shown as shipped.
If parts are being returned, Email a scanned copy of CAG-CAD-WVC or WVR to the customer.
If no parts are being returned,
Have parts received and then written off by Central Stores
If parts are being returned: Central Stores – Have the CAG – CAD – WVC or WVR order processed.
If Rework is required, create a JR-Production Order to have rework completed.
Review material requirements & Issue material to JR-Production Order if required
INVOICE CORRECTION FOR COST ITEMS
Example: The price for a Wessels Margin Share on Sales Order WVO004029 was entered as $4535.00 and should have been $116.00. The best way to correct this as follows per Sue Hamilton:
Add a new line to the existing sales order and enter the Quantity as a negative number.
Example : -1. Then enter a new line on the same Sales Order for the correct amount of $116.00.
This will generate a credit for the incorrect amount. Follow the normal procedure for processing a Margin Share for Wessels.
Note: This procedure only works for Cost Items. For all other invoice corrections, the above procedure should be used.
CHANGE PRICE AFTER DELIVERY BEFORE INVOICED
Example: CAG was created with two line items. Order was release to Warehousing but not invoiced.
The customer changed the conditions so that only one item needed returned.
Use Baan ERP – Sales – Change Prices & Discounts After Delivery (Session tdsls4122m000)
Change the price to: .001
This will prevent invoicing that item.