Reverse Rental Return by Invoice


Counter Menu -> Rental Return -> REVERSE button -> Select Reverse Method -> Reverse Rental Return by Invoice

An incorrect Rental Return can be reversed by Invoice or by Contract as explained in the Select Reverse Method along with the information on advantages and differences in these reverse options.

Using this Reverse Rental Return by Invoice option, all product billings from the invoice are reversed on the source contract, except negative quantity transactions.
FIFO Returns cannot be reversed as there are multiple source contracts.
Based on the operator's Security Role Permissions reversing the Rental Return Invoice can handle the incorrect invoice transactions in one of two actions, either by Deleting the incorrect invoice if it has not been posted, or by creating a Credit Invoice to "undo" the billings.

Both reverse actions require that the Invoice:

Automatic Actions when a Return is Reversed:
The Reverse By Invoice utility completes the following automatic actions:

Note: If a change to the Product Status of one of the items on the reversed return is required, the status change needs to be corrected manually.
There is no check to prevent reversing a rental return on a rental product that has since be sold or disposed.

To Reverse the Contract Billing:
Select the Invoice number to be reversed, and the Contract and Closed status are displayed.
The fields for each Invoice product detail are displayed including product number, quantity, dates and times, price, location and accumulated invoice amounts.
All product details on the invoice are flagged to be reversed and this information is for reference only and cannot be changed.

Click ACCEPT to proceed with the reversal or CANCEL to abort.
If the Invoice was not current then it will always use the Credit action to reverse the postings and never the Delete action.
Confirmation is required.

If the contract had been closed, it reverts to open and the billed transactions from the invoice are "undone" on the contract.

Resulting Credit Invoice Details
If a credit invoice is being generated the details are displayed in the Invoice Details and Invoice Totals and Services screens.
The date given to the credit invoice defaults from the original invoice but respects Date Range Control for RSIH so if date would be before the allowed date range it automatically uses the RSIH "From" date and if the date would be after the allowed date range it uses RSIH "To" date.

The contract number will become the Ref Contract# on the new credit invoice so that it will be linked to the billings inquiry for the contract.
This Reference Contract# does not print on the invoice but it is used and displayed in the following areas:

Miscellaneous Invoices
Update Invoice Information
Document Inquiry
Billings Inquiry

Topic Keyword: RSCH95 (5800)
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