For now just edit the order and cancel it. Its still going to show qty to deliver but i think the recent changes to the Order and inventory management are still not finalized. Once finalized it will be ok then.
If it still bothers you then
Edit the sales order and make qty zero for all items.
OR
Delete the sales order, invoice and credit note. You received money and refunded it. thats it.
Credit Notes should occur after the Sales Process (Delivery Notes and Sales Invoice) is complete. Credit Notes are related Sales Invoices.
But Iโm also a little confused about my inventory report, I think the credit note should not add value to Qty on hand, Qty available, Qty to be available, but only to Qty owned
The issue is the delivery wasnt made in the first place. Customer placed order, paid the amount and then cancelled it without taking the delivery.
Because credit notes are not tied to sales order and the new tracking system is mostly based on orders. So creating credit note is just like creating a sales invoice without order(Which affects qty owned and qty on hand the moment it is created).
You donโt need to make any delivery note after receiving returned goods. Credit note is sufficient.
Create a test business and try different combinations of invoice credit notes, sales orders etc. it will clear all your questions.
Actually in your first post i missed that you have created delivery note. I was under the impression that order was cancelled before despatch of goods.
So if you made a delivery note after invoice then there shouldnโt be any issue in the first place. The sales order should not show qty to deliver because you have made the delivery already.
And negative delivery is not required. Credit note is enough.
The actual document should be Goods receipt note but thats not possible here. So all you have a credit note for now.
Delivery notes with negative amount is going to work with obsolete qty to deliver ,qty on hand but not with the new one. Because the obsolete system was based on invoices/creditnotes, while new one is based on orders. so untill credit notes are tied to orders its the only way.
Thats what i have stated earlier. There are many other issues with it but hope they are resolved soon.
One of the solution is to your problem is to issue a delivery note with a negative value but dont tag any invoice or order in that specific delivery note. that will solve your issue. And also you can edit the title of that delivery note (Maybe to goods receipt or whatever u like)
Ok, so this minus delivery note isnโt working. (It works for the obsolete Qty to deliver).
Because the Sales Orders are connected to the Credit Note, and not the Delivery Note.
So, I need to skip the minus Delivery Note, and suffice only with the credit note.
Itโs strange, because a Credit Note should be an accountants document, and the minus/ return delivery note should be the store keepers document.
But iโll have to suffice with giving the Store Keeper the Credit Note document as proof of return if iโm to make this new update work.
I hope iโve understood the system. Please let me know if I havenโt.
Appreciate all the replies.
What part of it doesnt make sense? you just didnt tag your order no. Still you can tag your invoice. thats will eliminate the room for error.
To me its doesnt make sense to receive something from someone and give them a delivery note. Thats why i suggested to change its title. Further its up to u if you want to use it.
Order>Invoice>Delivery note. Thats it. Your order is complete. Now Goods are returned. So Invoice copy to Credit note> Credit note copy to Delivery note(qty negative sign). That credit note has nothing to do with your initial order no. So why you want to put order no on negative delivery note?
I hope i have gave you solutions and made it pretty clear what the current workflow of the application is.
