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How to reverse a shipment after it has been validated in Sage X3

Need to reverse validated shipment in Sage X3

There may be incidents where a shipment may have been created and posted by mistake or the shipment needs to be reversed and/or deleted for other reasons. The below steps will walk the user through the process of reversing a shipment that has already been validated in sage X3:

If the shipment has not been invoiced

The "Modification of Issues" function is available when the shipment is validated (but not invoiced) and when the shipment line involves a product managed in stock.

  1.  Inside your Sage X3 platform, click the Action box on the shipment line and select "Modification of Issues"
  2. Select ‘To ship’ in the middle of the page and set the  quantity to 0. Then click ‘Save’ in the right column.

    Sage EM Change to ship
  3. Click OK.

If an invoice was created but not yet posted:

  1. First you'll need to delete the Sales Invoice
  2. Use the Modification of Issues steps outlined above to delete the delivery.

If the sales invoice has already been posted:

  1. Issue a credit memo for the invoice.
  2. Enter a Miscellaneous Receipt to return the items back into inventory.

 

If you have more questions about how to reverse shipments that have already been validated in Sage X3, if you have any other technical issues, or are ready to learn more about how using a supportive Sage Value Added Reseller could benefit your business,  please contact us. Find out how our team of Sage X3 implementation and support specialists can help you get the most value out of your solution. 

https://www.rklesolutions.com/get-in-touch/

Tags: Sage X3
LeeAnn Segan

Written by LeeAnn Segan

LeeAnn Segan is an ERP Support Specialist with RKL eSolutions LLP. She supports Sage 500 ERP and Sage X3. LeeAnn specializes in the financial and distribution modules. Her background includes managing distribution and warehousing for ecommerce based companies. When not working, LeeAnn enjoys working out, volunteering with groups that support special needs, and spending time at the beach with family and friends.