Below are a few examples of when users would create a NCN/CAR and which type of NCN/CAR should be created for that reason.
Warehouse/Picking related problems:
Reason(s) |
Type |
Actions/Additional Comments |
|---|---|---|
A lesser quantity of goods was sent than the customer was invoiced. |
Qty/Price/Cost Adjustment |
•Raise NCN and enter invoice number, fill in required details. •If the customer wishes to receive the additional items, tick the 'Create New Sales Order for additional goods'. •Select appropriate invoice lines. Alter lines to show a credit to the customer for the quantity that was originally invoiced and a re-invoice for the quantity that was sent. •If selected, enter the sales order for additional items to be sent. •Approve to CAR and Complete. (Credit and/or Invoice will be generated) |
A greater quantity of goods was sent than the customer was invoiced, and the customer wishes to keep the additional items. |
Qty/Price/Cost Adjustment |
•Raise NCN and enter invoice number, fill in required details. •Select appropriate invoice lines. Alter lines to show a credit to the customer for the quantity that was originally invoiced and a re-invoice for the quantity that was sent. •Approve to CAR and Complete. (Credit and/or Invoice will be generated) |
A greater quantity of goods was sent than the customer was invoiced, and the customer doesn’t wish to keep the additional items. The additional items are being returned. |
Goods Pick-Up/Return |
•Raise NCN and enter invoice number, fill in required details, •Select appropriate invoice lines. Alter lines to show no credit to the customer, and the quantity that is being returned. •Approve to CAR. •Stock Adjust out the quantity sent in error to correct the stock on hand. •When goods are returned, receipt in. •Complete CAR (no Credits or Invoices should be generated) |
A different product than on the order was picked and sent, the customer doesn’t wish to keep that item, item is to be returned. |
Goods Pick-Up/Return |
•Raise NCN and enter invoice number, fill in required details. •If the customer wishes to receive the correct item, tick the 'Create New Sales Order for additional goods'. •Select appropriate invoice lines. Alter lines to show a line comment noting the actual product being returned. •If selected, enter the sales order for the correct items to be sent. •Approve to CAR. •When goods are returned, receipt in. •Complete CAR (Credit will be generated) |
A different product than on the order was picked and sent, the customer doesn’t wish to keep that item, item is being disposed of by the customer. |
Qty/Price/Cost Adjustment |
•Raise NCN and enter invoice number, fill in required details •If the customer wishes to receive the correct item, tick 'Create New Sales Order for additional goods'. •Select appropriate invoice lines. Alter lines to show a quantity being credited and a zero quantity to re-invoice. •Stock adjust out the quantity of the actual product sent that has been disposed of by the customer. •If selected, enter the sales order for the correct items to be sent. •Approve to CAR. •Complete CAR (Credit will be generated) |
A different product than on the order was picked and sent, and the customer wishes to keep that item. |
Qty/Price/Cost Adjustment |
•Raise NCN and enter invoice number, fill in required details. •If the customer wishes to receive the correct item, tick 'Create New Sales Order for additional goods'. •Enter a line for the product that was invoiced, with a credit quantity and no re-invoice quantity. •Enter a line for the product that was actually sent with no credit quantity but a re-invoice quantity/price . •If selected, enter the sales order for the correct items to be sent. •Approve to CAR and Complete. (Credit and Invoice will be generated) |
Order Entry related problems:
Reason(s) |
Type |
Actions/Additional Comments |
|---|---|---|
Freight charged when it shouldn’t have been; No freight changed when it should have been; or Incorrect amount of freight charged. |
Freight Only Adjustment |
•Raise NCN and enter invoice number, fill in required details. •Fill in the ‘Credit Freight’ and ‘Re-Invoice Freight’ fields with the required values. •Approve to CAR and Complete. (Credit and/or Invoice will be generated) |
Incorrect Sell Price charged |
Qty/Price/Cost Adjustment |
•Raise NCN and enter invoice number, fill in required details •Select appropriate invoice lines. Alter lines to show a credit to the customer for the quantity and price that was invoiced and a re-invoice for the same quantity, with the correct price. •Approve to CAR and Complete. (Credit and/or Invoice will be generated) |
Incorrect product, or a greater than requested quantity of a product was entered on order, and customer doesn’t wish to keep goods/additional goods. Goods/additional goods are to be returned. |
Goods Pick-Up/Return |
•Raise NCN and enter invoice number, fill in required details. •If the customer wishes to receive the correct item (in the case of an incorrect product), tick 'Create New Sales Order for additional goods'. •Select appropriate invoice lines. Lines should indicate both returning and credit quantities (which should be the same). •If selected, enter the sales order for correct items to be sent. •Approve to CAR. •When goods are returned, receipt in. •Complete CAR (Credit will be generated) |
Incorrect product, or a greater than requested quantity of a product was entered on an order, and the customer wishes to keep the goods.
If the customer still wishes to receive ordered item: |
N/A |
•No Action Required.
•Raise new sales order to despatch correct goods. |
Cost Price related problems:
Reason(s) |
Type |
Actions/Additional Comments |
|---|---|---|
Incorrect Cost Price at time of Invoice |
Qty/Price/Cost Adjustment |
•Raise NCN and enter invoice number, fill in required details, select the ‘Internal Adjustment’ flag. •Select appropriate invoice lines. Alter lines to show a credit to the customer for the quantity and cost that was invoiced and a re-invoice for the same quantity, with the cost price. •Approve to CAR and Complete. (Credit and/or Invoice will be generated) |
