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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 this process:

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. Click the Action box on the shipment line and select "Modification of Issues"

2. Change the ‘To ship’ quantity to 0 and click ‘Save’ in the right column.

Sage EM Change to ship

3. Click OK.

If an invoice was created but not yet posted:

  1. Delete the Sales Invoice
  2. Use the Modification of Issues steps 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.

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Tagged With: 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.

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