Re: [ubl-dev] CreditNotes and credits for AllowanceCharges

["G. Ken Holman" <gkholman@CraneSoftwrights.com>]

At 2013-12-23 16:42 +0000, Duvekot, Kees wrote:
> Then the customer decides to return Item 1 (they do not like the color J)
>
> When I receive the goods I create a CreditNote 
> to the customer for the item received. Because 
> they still have retained Item 2 I am not sending 
> them a credit for the shipment costs
> (that is only needed when the whole order is returned)

Have you considered including the 5.95 in the 
credit note (but not the remittance) and then 
issuing a new invoice just for shipping (marked 
as paid) for 5.95 and only returning the original EUR30?

Or including the 5.95 in the credit note (but not 
the remittance) and issuing a debit note against 
the second invoice for 5.95 and that amount as paid?

Or perhaps simply issuing the shipping charges as 
a separate invoice when there is a split 
delivery?  This would not be needed if the delivery were complete.

That way you would "close out" the first item 
since the customer and you are finished with it, 
and closing out the second item would not need to reference the first item.

Also, as a customer, if the handling of the 
shipping isn't dealt with when I've dealt with 
the first returned item, then when I'm dealing 
with the second item I don't have to remember anything about the first item.

I suppose you could even postpone dealing with 
the shipping charge until the last unshipped item is shipped or cancelled.

(Please remember I am a bit naïve about the 
business process since my committee focus is on 
the angle brackets of UBL.  If I'm very wrong in 
my advice, it would help me to know.  But I 
figure the only way to learn is to try and apply 
what I've been gleaning from committee discussions about business process.)

I hope this helps.

. . . . . . . . . Ken


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