OE v5.1 - Sales tax charged in error

[pvision]

We have a client who shipped an order through OE, and generated an invoice for the customer. The customer was accidently charged sales tax. They would like to credit out the sales tax, but want to make sure that the sales tax reports report the correct taxable sales amounts. Therefore, a credit note for the tax, or an A/R adjustment are not good options. They could enter a return, but then they would have to reenter the order and reinvoice.

Anyone know of an easier way to do this, or a third-party product that will take care of this?

 

[jayconverse]

Return the whole thing and re-issue an invoice, that's the only way you'll get the accounting right.

Jay Converse
IT Director
Systemlink, Inc.

 

[pvision]

I agree. However, if I return the whole thing, will I be able to re-invoice from the same order, or will the order need to be re-entered and then re-invoiced?

 

[jayconverse]

If you want to re-use the original order, you have to re-add all the detail lines with the original quantities ordered.

Jay Converse
IT Director
Systemlink, Inc.