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From <ja...@productive1.com>
Subject RE: Best Practice Uploading Sales Orders
Date Tue, 24 Apr 2018 12:05:38 GMT

Anyone have any experience uploading a closed sales order that would not
affect inventory or financials.  I would like to import closed sales
order just to use for returns
-------- Original Message --------
Subject: RE: Best Practice Uploading Sales Orders
From: <james@productive1.com>
Date: Tue, April 24, 2018 12:07 am
To: user@ofbiz.apache.org

What happens when you need to return a Sales Order? I think you have to
have it in the system. So how do you import a closed sales order

-------- Original Message --------
Subject: Re: Best Practice Uploading Sales Orders
From: James Yong <jamesyong@apache.org>
Date: Mon, April 23, 2018 5:00 pm
To: <user@ofbiz.apache.org>

Hi James,

1. You can use Receive Inventory function and just receive the product.

2. No need to migrate closed sales orders to the new system.

Regards,
James Yong

On 2018/04/17 23:36:40, <james@productive1.com> wrote: 
> When you first launch Ofbiz it is extremely important to upload Open
> Sales, Open Purchase Orders, Trial Balances as well as initial inventory
> quantities and open accounts receivable and open accounts payable. This
> is a minimum to get a corporate system ready to utilize. 
> 
> Now comes the question. Typically closed sales orders are not imported,
> but there comes the issue where a customer wants to return a product
> from a closed sales order which is not in Ofbiz.
> 
> Question: 
> 
> 1. Is there a way to create a blanket return not against a sales order?
> 2. If not is there a way of uploading closed sales order that doesn't
> affect financials?
> 
> Thanks,
> 
> James
>

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