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- Chemicals ERP
- Process
- Returns to settlement
Returns to settlement
Keep physical return, customer credit and cash settlement tied to their sources. Each stage keeps its source and actual decision visible, so partial work can move forward without losing the remainder.
Step by step
-
Request the return Warehouse Manager
The team records direction, party, reason and original eligible scope.
- Define bounded return quantity
- Updates Returns, Return lines
-
Authorize the return Warehouse Manager
Warehouse Manager approves the physical request against remaining source quantity.
- Permit actual return work
- Updates Returns, Approval decisions
ApprovalA person approves before the work moves on. -
Record disposition Warehouse Manager
Warehouse Operator records physical quantity; Warehouse Manager reviews its treatment.
- Account for returned stock
- Updates Return lines, Return dispositions, Stock events
-
Approve the invoice Accountant
Accountant prepares a linked invoice or credit; Finance Manager approves the frozen scope.
- Authorize the financial document
- Updates Customer invoices, Customer invoice lines, Approval decisions
ApprovalA person approves before the work moves on. -
Apply cash Accountant
Accountant allocates available customer cash and reconciles remaining open value.
- Settle eligible open balance
- Updates Cash receipts, Cash applications, Bank statement lines
Who does what
Roles and permissions- Warehouse Manager
- , Warehouse Operator, Accountant, Finance Manager.
- Each person works within their assigned entity and record scope.
Set up Chemicals ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.