I’m trying to figure out the best method to handle the situation below.
I am pretty “familiar” with E10 all around, but I recently took over AR and have not had any on hand training or a set process on how things should be handled on a business level(long story short: the previous person was let go so I could step in and do things correctly because said person cut a LOT of corners and would not do things correctly) well, I didn’t really get “training” because of the situation and not sure how things are really suppose to be handled until our consultant comes through and trains me on the correct way…
So, we sold an item and shipped/invoiced item, we received payment in Cash Receipt and posted said payment.
They then later decided to return it and an RMA was created with a CM attached.
How should I go about resolving this?
I will need to attach the CM to the payment… but technically the initial payment was reversed.
How would you handle this?
Adjust Cash Receipt and add CM
Reverse Cash Receipt and re enter payment and attach CM to invoice
This may be a stupid question, but we do have an Epicor consultant coming in to help with understanding a set procedure and how things should be handled within AR, but with COVID, idk when that will be and in the meantime, I would like to resolve this and have a basic understanding how one should go about this scenario.