Similar to the reversal techniques used in Procurement, the Sales processed can also be reversed. In case, some change is required in an already existing Sales Transaction, it is done through Reversals. In case of Sales, the reversals can happen at three levels – Sales Shipment Reversal Sales Invoice Reversal Sales Return Reversal Just like what we saw in case of Procurement Reversals, even the Sales Reversal will require two step process – Submission of a Reversal Request by Creation of a new Reversal Approval of the Reversal Request Click on any of the Reversals to view a demo

Sales Invoice Reversal After the Sales invoice has been generated, it can be reverted by creating a reversal. This can be created done by selecting any of the following as a reference:  Sales Invoice  Sales Order  Sales Shipment By selecting any of the above, a reversal of Sales Invoice, corresponding to the selection can be created. Let us view the various steps required for the above.

To begin, click on Sales Invoice Reversal under the Sales tab.

You will be navigated to the landing page of Sales Invoice Reversal. From here, we shall begin creating a new Sales Invoice Reversal.

From the drop down list shown, select the transaction from which you would like to create this reversal. For reference, we have chose Shipment and we shall create the Invoice from Shipment.

Once selected, click on OK.

Since we had chosen Shipment as a reference for creation of reversal, we get to Search Shipment. This search can be based on various filters like Shipment No, Customer Name, Shipment Type, etc. Chose any of the above and click on Search.

The Shipment corresponding to the search criteria that was provided will be displayed. Select the relevant Shipment and click on Reverse Sales Invoice to create a reversal for the invoice corresponding to the selected Shipment.

The screen displays various fields of the Sales Invoice Reversal that would be created. You may provide various information like Invoice Rev Description, Chapter Code, etc. Enter the relevant Invoice Rev Date.

Finally, click on Submit.

You would see a message confirming successful creation of Sales Invoice Reversal. The status of the created Sales Invoice Reversal changes to Released.

The Sales Invoice Reversal Request SI_30_R has already been submitted by RamChandran Iyer, from the Sales Team. Rajeev, who is the Sales Manager will now look into this request and approve it. Let us see what are the steps that Rajeev follows to approve this reversal request.

Provide the relevant information in the search fields and click on Search.

Once the relevant Sales Invoice Reversal Request is displayed, select the same and click on Edit.

Finally, click on Approve.

After the request is successfully approved, its status changes to Exported to GL.