Returns for Credit with Receipts: Implementation Activity

By completing the following implementation activity, you will learn how to configure and activate the RC order type.

Story

Suppose that you, as the implementation manager, need to configure the processing of customer returns for credit. Thus, you need to configure and activate the RC order type in the system.

System Preparation

  1. In a new tenant, prepare the company with basic settings as described in Company Without Branches: General Information.
  2. Launch the MYOB Advanced website, and sign in to the prepared company as admin.

Step: Configuring and Activating an Order Type

  1. Open the Order Types (SO201000) form.
  2. Open the RC order type.
  3. In the Freight Account box of the General Settings tab (Posting Settings section), specify 51300 (COGS – Freight).
  4. In the Summary area, select the Active check box.
  5. On the form toolbar, click Save.
  6. Open the Sales Orders (SO301000) form. In the Summary area, make sure that RC is available for selection in the Order Type box.