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E1: 42: Credit Orders From History FAQs (Doc ID 2237745.1)

Last updated on JULY 10, 2021

Applies to:

JD Edwards EnterpriseOne Sales Order Entry - Version XE to 9.2 [Release XE to 9.2]
Information in this document applies to any platform.

Purpose

 This document provides answers to frequently asked questions about creating Credit Orders from History.

Questions and Answers

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In this Document
Purpose
Questions and Answers
 General
 Question 1: When viewing records in the Sales Ledger History Inquiry (P42025), why are multiple records for the same Order/Line Number/Status combination displayed? Can this be avoided?
 Question 2: Is it possible to create the Credit Order From History in P42025?
 Question 3: Is it possible to change the Customer PO value on a Credit Order created from History to be a value different than Customer PO value on the originating Sales Order?
 Question 4: Is there way to make a Reason Code (RCD) required for credit orders?
 Question 5: When entering in a line on a credit order, if a negative quantity is entered it becomes positive when tabbing off the line, why?
 Question 6: A customer was overcharged and needs a credit, however, no inventory was returned. What is the correct way to create a credit memo for that customer so that revenue and accounts receivable accounts are updated but inventory and cost of goods sold accounts are not updated?
 Question 7: When a credit order is created by selecting a sales order line from history, is there a way to have the G/L Offset default from the credit line type rather than coming in from the original order line?
 Question 8: Credit Orders from History are not retrieving the exchange rate from original order. How can this be resolved?
 Question 9: Is there a way to keep track of the quantity returned for an item in one invoice? For example, 100 units of an Item are sold to a customer. The customer returns 20 units. The balance allowed to return is 80 for the same invoice. If customer returns more than 80 units, it will be prohibited.
 Question 10: Is there a way to get the  Lot/Serial Number (LOTN) field displayed in the grid of Sales Ledger Inquiry (P42025)?
 Question 11: Is there an option to populate the cost field with a zero or blank value when creating credit orders from sales order history?
 Freight Lines
 Question 1: When creating a credit order from history for an order with a regular stock line and a freight line, why does the system error that the freight line is an invalid item?
 Question 2: Credit Memo from History is not displaying freight charges entered during Ship Confirm (P4205) when trying to credit a Sales Order (P4210) that has a freight line added in Freight Update. Both lines are in the Sales Order Ledger (F42199) table but only the line for the item sold shows in the Credit Memo (P42025) selection screen. Is there a way to have the freight line appear also so you can credit the freight line from history?
 Hold Codes
 Question 1: How can credit orders over a certain value be automatically put on hold so that they do not get invoiced without first having approval?
 Question 2: While working with Credit Orders, is it possible to put a Hold Code T on the returned lot and after quality inspection the item be made available?
 Invoice Date / Tax
 Question 1: Can the credit order use the same invoice date as the original order? Can a credit order be raised against an original sales order with a now-expired tax rate?
 Question 2: A Credit Order from History is created from an original sales order that had a manually entered Tax Rate Area (TXA1) code in the SO Header and Detail. The TXA1 field from the original order is pulled into credit order detail line. When a line is added for a freight credit to the credit order, why does the added line use the TXA1 value from the new credit order header instead of the TXA1 value from the sales order header of the original sales order?
 Question 3: What is the best way to credit the customer tax that was charged?
References

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