Select Reverse Return Method

Most mistakes such as billing the wrong amount on a Rental Return can be easily corrected by adjusting the amount charged on the detail lines in Miscellaneous Invoices before the rental return invoice is posted, or by creating an adjusting invoice charge if posting has already been done.

Note: To ensure audit control, Rental Returned product detail lines cannot be deleted from the resulting Miscellaneous Invoices.

The purpose of Reverse A Rental Return is to put items back out on rent, usually because they were returned by accident.
These reverse programs should NOT be used for any other reason and should be assigned a HIGH LEVEL of Security, so that Counter staff without proper training do NOT use them improperly.

The following approaches for reversing a Rental Return are provided:

• Reverse By Contract option:
  This option does not require the whole document to be reversed.
  Specific individual product billings returned on a contract can be reversed using the Reverse Rental Return by Contract utility. This is useful to set those products up on the contract re-instating then for re-billing correctly.
  This option updates the Contract details but does not update any Invoice billed details.
  This option can be utilized even if the invoice created by the return has been posted as it does not change the invoice.
  The reverse action does not automatically delete the invoice as not all products were necessarily reversed, and so manual follow-up adjustments are still required to correct the invoiced billings.

  This utility is only available to an operator if the role assigned in Operators has permission to Reverse Rental Return By Contract as defined in the "Deletions" window of Security Role Permissions.

• Reverse By Invoice options:
  Using this approach all the product details on the Invoice created from a Rental Return are reversed and re-instated on the Contract, as outlined in Reverse Rental Return by Invoice and the incorrect invoice is handled in one of the following actions:

  • Credit the Invoice:
    This action automatically creates a Credit invoice to reverse the postings but does NOT delete the original invoice, nor does it re-instate any deposit used as the original invoice was not deleted.
    This option can be applied to Rental Return invoices that are unposted or are posted.

    This utility is only available to an operator if the role assigned in Operators has permission to "Reverse & Credit a Rental Return by Invoice" as defined in the "Delete" window of Security Role Permissions.

  • Delete the Old Invoice:
    This action automatically Deletes the incorrect unposted invoice when the reversal on the Contract is completed and writes an audit record to the Delete Log for RSCH95A.
    This reverse action can only be applied to Current Invoices.

    This utility is only available to an operator if the role assigned in Operators has permission to "Reverse & Delete a Rental Return by Invoice" as defined in the "Delete" window of Security Role Permissions.

Note: When the operator has permission to use only one of the reverse by Contract or by Invoice options then the Select Reverse Method pop-up is skipped and clicking the REVERSE button on the Rental Return screen opens the only accessible reverse method for that operator.

Reverse a Rental Return with Service Charges:

• Services may be reversed when a Credit Invoice is generated but they are not re-instate on the Contract so they will not be re-billed on a follow-up Rental Return.
• If Service charges require re-billing on the Rental Return, they must be re-added to the source Contract before the Contract is re-Returned.

Reverse a Rental Return with Transfer of Non-Bulk:

• A rental return for a non-bulk item can be reversed if:
• no transfer was created on return
• transfer was created on return, and asset qty is at the return location - this will generate a transfer as it does now
• transfer was created on return, and asset qty is at the out location, this will reverse and not generate a transfer

  If a transfer was created on return and the asset qty is not at either the out or return location, the line item cannot be reversed, and a warning will be given.
  If 'Reversing by Contract' - the other items can be reversed.
  If 'Reversing by Invoice' - the invoice cannot be reversed.

Automatic Actions when a Return is Reversed: