Crediting and Rebilling Sales Orders

Use the credit and rebill feature to adjust billing discrepancies on orders. You can credit the amount back to the customer, rebill the customer for the amount on the order, or credit and rebill the order or generations on an order. You can do any of these for an entire order generation or for specific line items within an order generation. Overrides applied to the original sales orders are respected regardless if there are multiple generations on a credit and rebill order.

Note: You cannot credit and rebill products on a junior order that is associated with a master job bid.

Authorization Key Considerations

When crediting and rebilling sales orders, the system verifies the following:

For an invoiced order generation, the SOE.CLOSED.ORDER.EDIT authorization key must be set to a level to ensure that you are authorized to edit that generation.

In addition, the system only credits and rebills the account for quantities previously returned. The system notifies the user if quantities differ between the credit rebill and the return. The change log of the order records all changes. You cannot return products against an order that has already been credited or rebilled.

SOE.CREDIT.REBILL authorization key must be assigned.

Control Maintenance Record Considerations

Review the following control maintenance records to make sure the system is handling these orders, as needed:

Use the Sales Order Entry Return Setupcontrol maintenance record to activate different parts of the system when handling returns through Sales Order Entry, such as how to handle returning multiple items.
If you have the Print Status Override On Palm E-Manifest Signature Uploadcontrol maintenance record set to Print the system does not print for credit transactions.

Set the Recalculate Tax On Rebillcontrol maintenance record to how you want to recalculate the tax: original ship date or rebill ship date. If this control maintenance record is left blank, the system uses the original ship date.

Note: If you use the Avalara for Eclipse companion product, the system recalculates using Avalara.

Use the Disable Credit & Rebill Single Generation Option In SOE to prevent credit and rebill orders in Sales Order Entry from being consolidated into a single generation.

Note: If you use Job Management, only the Both Credit and Rebill option is available.

Note: In some cases, you may also be prompted to enter a serial number. Click Yes to display the Serial Number Entry window, or click No to continue.

Note: For any of the following, you may be prompted to enter a Reason Code for the credit.

If you are...	Then...
crediting and rebilling	On the Body tab, adjust quantities, products, or prices, as needed, and then process the order as usual.
crediting only	On the Body tab, verify the negative quantities that now appear, and then process the order as usual.
rebilling only	On the Body tab, adjust quantities, products, or prices, as needed, and then process the order as usual.
crediting and rebilling on a single generation	On the Body tab, adjust quantities, products, or prices, as needed, and then process the order as usual.