Price Corrections
Search Bar: OEET
Menu: Sales > Entry > Order
Bookmark: OEET – Order Entry
This procedure ONLY works for customer's on account OR if the a COD customer owes more.
If we owe a COD customer change, this procedure will not process tendering back to a Credit or Debit card.
- Enter the customer.
- Enter the ship to (if applicable).
- In the Customer PO Field, enter the original order that was billed incorrectly.
- Click <Next>
5. A popup box appears.
- Enter your Sx.e login, Press <Tab>
- Enter your Sx.e password, Press <Tab>
- Leave the Customer Defaults and click <Submit>
6. Choose the Advanced Line Entry screen to allow for entering the return line.
7. Enter part for the part that was billed incorrectly and press <Tab>
- Enter Quantity and check the <Return> box then click <Add>
- A Return window will appear
- Select <Return to Stock> for the Return Reason
- Click on the <Find Invoice> button to find the original order
- Check the box next to the original order number
- Click <Submit> Twice
8. On the next line enter part number again and Press <Tab>
- Quantity
- Change the price to the correct price the customer should have been charged.
- Click <Add>
- Repeat with any additional items to be corrected
- Click <Finish> to finish the price correction.
Pay Particular attention to the Qty Shipped field. If the quantity in that field does not equal the quantity ordered, you will need to force ship the positive lines to match the quantities orders. If you do not check this, your inventory will be incorrect and a Backorder will result
Caution!! Caution!!
Negative lines must be entered first. If the positive lines are entered first, it can impact your inventory.
Be aware of the taxing. If the order that the customer was originally billed on was non-taxable, the price correction must also be made non-taxable. The taxes will be “refunded” based on the order that the return line was originally on. The taxes will be “charged” based on the order you are currently entering.