How to reverse a shipment after it has been validated in Sage EM

Need to reverse validated shipment in Sage EM

There may be incidents where a shipment may have been created and posted by mistake or the shipment needs to be reversed and/or deleted for other reasons. The below steps will walk the user through this process:

If the shipment has not been invoiced the “Modification of Issues” function is available when the shipment is validated (but not invoiced) and when the shipment line involves a product managed in stock.

1. Click the Action box on the shipment line and select “Modification of Issues”

2. Change the ‘To ship’ quantity to 0 and click ‘Save’ in the right column.

3. Click OK.

If an invoice was created but not yet posted:

1. Delete the Sales Invoice
2. Use the Modification of Issues steps to delete the delivery.

If the sales invoice has already been posted:

1. Issue a credit memo for the invoice.
2. Enter a Miscellaneous Receipt to return the items back into inventory.

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