Use Case:
We currently receive several credits for Service Line Purchase Orders. The Invoice Match system does not have a returns/credit process for Service Lines. This causes us to have a very cumbersome process of entering a Lawson credit memo, followed by a Lawson debit memo, then the vendor credit memo. Once all that is done, we then must increase the PO by the amount of the credit memo, upon approval by the requesting department, to Match the future invoice. And example, we requested 10 units of service, we were billed for 10 and matched the invoice, subsequently we receive a credit for 2. The system does not add these 2 back to the PO, we are required to increase the line by 2 if we are going to be billed again later.
Additionally, for non-service type invoices there are occasions when there is no PO31 return involved, but we need to be able to take a credit for either pricing or quantity. We would like all credits to come back to the line and un-match for quantities or reflect the correct price for credit to correct pricing.
In both types of cases these invoices need to be taken as EXP type invoices, referencing the PO, but the detail doesn’t make it back to the line as it should.
How is your organization handling credit memos for service line types? Thank you.
