Partial Order - Received, Remaining Order refunded

thebrowshopnz

I make purchase orders with suppliers, sometimes i receive the order and some are missing due to being out of stock. I now have a partially added PO sitting in my system.
How can we manage the refund side of things when the supplier has decided to provide a credit note to us instead of shipping the goods.
Do we have to alter the initial PO or is there a special way for me to zero out the remaining 5 items that were initially suppose to be part of my initial order.
As you can see in pic i have 4 items still owing to me in a PO but now supplier has provided a credit note because they were out of stock of that particular product. How do i meutralise this

japiera

Hi thebrowshopnz ,

Currently, ATUM Purchase Orders Premium does not have a dedicated feature to record or manage credit notes directly.

To handle this situation and neutralise the remaining items, you simply need to log all the partial deliveries you actually received. Once all received items have been added to the Purchase Order, you can manually change the PO status to Completed.

Best Regards,
José Andrés

thebrowshopnz

japiera
But I wont be receiving the remaining items left on the PO because the supplier is out of stock, I received 3 out of 7 items and given a refund for the remaining 4 products. I need to know how to account for those remaining items so I can change the PO from "Partially received" to complete.
Do I just go back to the PO and change the amount I ordered from 7 to 3?

japiera

Hi thebrowshopnz ,

I'm sorry, I don't get you. What is the problem?

Changing the PO status to complete won't update any stocks. Stocks are only updated from Deliveries, and deliveries only include the received elements... What do you need to account for? You didn't receive them, so you didn't include them in the PO Deliveries.

Best Regards,
José Andrés

thebrowshopnz

If i just complete the order then thise products that didnt and wont arrive will remain as "inbound".
I understand stock deliveries are what changes the inventory but the reality is if I dont receive the items and wont ever receive them then how do i account for that? Just manually placing the order as complete will leave those remaining products as "inbound" there actually needs to be some way to account for products in a PO that are not received ever

japiera

Hi thebrowshopnz ,

If you are referring to the inbound counters, ATUM Purchase Orders Premium only counts items from POs that are in a non-completed status. Once you mark the Purchase Order as Completed, any undelivered items will automatically stop being counted as inbound.

Best Regards,
José Andrés

thebrowshopnz

japiera ok thats good to know.
So i can mark as complete and just put a note the 4 remaining undelivered and refunded.