Entering a correction

Use Correction (CR) orders to adjust an invoice that contains incorrect prices, or to correct over or underpayments. CRs increase or decrease the customer’s balances, but do not affect inventory.

Depending on the Return Adjust Reason that you specify for the correction, you may be required to specify an invoice number at the header. The invoice you specify at the header level can be changed at the line level.

Even if the invoice is not required, you can specify an invoice number. If you do not specify the invoice at the header level, click Corrections in Advanced Line Entry to specify the invoice at the line level.

If you use Sovos Sales and Use Tax system and specify an invoice on the correction, Sovos can access the tax rates that were in effect on the invoice date. If you do not specify an invoice number on the order, the current date is passed to Sovos, and the current tax rate is used.

Select Sales > Entry > Order.
Specify this information from the original order:
- Customer or ship to
- Warehouse
Select Correction in the Order Type field.
Click Next.
In the Correction window, specify this information:

Return Adjust Reason

Specify the reason for the correction.

Invoice #

Specify the invoice to which this correction applies. If you select Auto-Apply Credit to Original Invoice, you can only specify an order in the invoiced stage. If Auto-Apply Credit to Original Invoice is not selected, you can specify an order in the invoiced or paid stage.

Use Step Data

If you use the Sovos and STEP applications, clear this option unless the order reverses taxes that are charged to an exempt customer.

Auto-Apply Credit to Original Invoice

Select this option to automatically apply the credit to the invoice. Clear this option to apply the credit through manual accounts receivable processing. You can change the selection if your operator security allows it.
Click Next.
Specify the product.
Specify the line number of the product on the invoice.
Optionally, search for the invoice and line number.
1. Click Find Invoice.
2. Select the invoice and line number that is associated with the correction, and then click Submit.
Click Submit.
Select Credit or Debit.
Specify the correct price.
Click Update.
Finish the order.

Note: CRs are entered in Stage 3 (Shipped). To make changes to the order, you must unship the order in Sales Shipping Feedback Entry. When you are finished making changes, reship the order.