Job Management                                Sales Reversal

Job Sales Reversal Overview

The Sales Reversal function is used when a Job has been cancelled and your company will not be completing the Job.  Processing a Sales Reversal will created a Sales Reversal Change Order that will create negative amounts for all Install Charges, Recurring Charges and Part Charges entered on the Job. 

If the Job has already been invoiced and you want to reverse the invoice(s), you will have to credit these off manually.  If parts were issued to the Job and the parts are being returned to the warehouse, you will need to perform a return to stock transaction. 

Once the Sales Reversal has been completed, the Job Status will be changed to Reversed and drop off the Job Queue listing, but remain on the customer explorer as a part of the customer job history.  The job will become locked and no other transactions may be performed for the reversed job.

Access to Sales Reversals is controlled by User Group Security; the User must have this permission to be able to perform a Sales Reversal.  Step by step instructions are found on the following pages of this topic.

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