Good Morning,
We are looking for some feedback on the below IC/AP related issue below.
Scenario
A receiver was made on a purchase order for the incorrect product
A return with the vendor was requested, along with a request for the correct product
A credit was expected from the vendor – so a PO31 was completed
Actions
Vendor shipped correct product at no charge & picked up incorrect product
In the above situation, we now have an open credit to close out, and since the return has been shipped in the system it can not be canceled/deleted. Another issue is that the correct product can not be received as no charge because it will incorrectly skew the average price causing the need to update the pricing using a paint screen. It has been noted that the return should probably have not been completed but AP also noted that since there is not an invoice against the PO, nothing can be done on their end. Their recommendation is to close the return. If a PO31 close can not be completed AP would process a “dummy” credit and enter a NOPO invoice (which is not their best practice).
Additional Thoughts
In the situation where the wrong product was shipped and received, should the invoice and receiver be backed out and a new line added to the PO to reflect the product that was actually shipped and is being returned? Should this be completed outside of the PO and entered into the comments or other areas?
***In the case of Inventory, should an adjustment be done to reduce the inventory until the issue has been resolved and then adjust the inventory back into stock? What is the Lawson Best Practice for this type of scenario especially for Inventory items where the wrong product is received and invoiced but the vendor completed a replacement?***
Should an enhancement request be made for the PO31 process to give the option for a return when credit isn’t expected?
Any feedback is greatly appreciated!
Thank you,
Stephanie M. Kowal
Supply Chain System Administrator
Telephone: 413-322-4080 Fax: 413-322-4042