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Delivery Note Status is To Bill After Sales Return Against Sales Invoice Use Case

Assume the following scenario:

  1. Sales order is created.

  2. Delivery note is made against sales order in step 1.

  3. Sales invoice is made against delivery note in step 2.

  4. Return/Credit note is made against sales invoice in step 3 (and stock is not updated).

Following these steps, the status of the Delivery note created in step 2 will be To Bill.

Can someone please explain a use case in which having Delivery note status be To Bill is useful?

Under these circumstances, I can’t think of any reason why there would be a need to create another sales invoice.

This is by-design. If it is not to be billed, you should manually update Delivery Note as “Closed”.

But if you update its status to “Closed” it will appears in partially delivered search filter, confusing people from other departments. Also, you can make a new delivery note even if you credited the Customer with the returned item, so it can get really messy.

The sales orders with returned items should be updated with the credit note, so they will appear as fully delivered and billed, as they are actually fully delivered and billed, and not overdue as it appears now.

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This Issue seems to have not been answered adequately. Can someone suggest? Here is the scenario:

Sales has been done through Delivery Note ->Sales Invoice. Now Return/Credit Note is made against the Sales Invoice. The Delivery Note Status Shows “To Bill” and Sales Invoice status shows “Return”. Then Return/Credit Note is done on the Delivery Note. Even then the Delivery Note Status is shown as “To Bill”.
Should the status of the Delivery Note be “Return”?

The way it should possibly work is that the Sales Return on Sales Invoice should give the option of reversing the Stock or not. If the user says ok, then the Stock should be reversed and Delivery Note State is to be set to Return automatically.

The way it should possibly work is that the Sales Return on Sales Invoice should give the option of reversing the Stock or not. If the user says ok, then the Stock should be reversed and Delivery Note State is to be set to Return automatically.

I think this suggestion is a little different than the issue I am trying to address.

In v10 you can in fact choose to Update Stock or Update Billed Amount in Sales Order.

I am faced with a similar situation. Sales Order - Delivery Note - Sales Invoice - Payment. Customer then physically returned the inventory - for sales invoice from previous fiscal year. They want replacement inventory.

We did a delivery return and updated stock. The sales order status changed to Overdue. We created new delivery note - for new shipment - against the same old sales order from last year. The order correctly shows as complete. Old invoice is still showing as valid and paid. Issue is new delivery notes show Status as To Bill.

Is there way to link new delivery note to old invoice which is paid? Instead of manually closing the Delivery note - is there way to instead change status to Linked? What role - User or Manager has ability to simply close Delivery Notes without billing? Can anybody with authority to submit Delivery Note Close them?

As well as returned sales invoice shown as paid, make confusion on filtering.

If you can make status as “returned” to sales invoice instead of “paid” will be great.