Streamline Return Orders with Splits, Prepayments, and Sales Agreements

The Levridge Ag Sales 2025 Release 1.0 streamlines return orders with splits, prepayments, and sales agreements. These elements are seamlessly integrated into the return workflow, reducing manual effort and improving traceability.

A Closer Look at the New Return Feature

The process begins in the Levridge Ag Sales module, where users can view all sales orders. Whether an order is manually entered with a negative quantity, imported via a warehouse app, or integrated from another system, the return process starts with a simple negative line entry. Once saved, new options become available—most notably, the “Link Return” feature.

Clicking “Link Return” opens a dialog box similar to credit note functionality. Users can enter a reason note and view invoice lines from the past six months by default, with the option to expand the timeframe. A toggle allows visibility into items with zero available quantity to return, ensuring full transparency.

Intelligent Matching and Prepayment Adjustments

When selecting a sales invoice line for return, the system displays the available quantity to return. For example, if the original order was for 250 units and none have been returned, the full quantity is available. Users can choose to return a partial amount—say, 50 units—and the system automatically adjusts the prepayment value accordingly. If desired, the prepayment can be manually overridden to zero, allowing flexibility in refund scenarios.

Sales agreements and parent orders are also visible, providing context for the return. Once the return is confirmed, the system creates two lines: one canceled and one open. The canceled line serves as a historical record and does not appear on invoices, while the open line proceeds through the invoicing process.

Handling Complex Scenarios

The system supports more complex return scenarios. For instance, when returning 315 units of urea, users can distribute the return across multiple orders, each with varying conditions—some with prepayments, others with sales agreements or parent orders. The return quantity can be split, and prepayment values adjusted per line. Unlinked returns are also supported, allowing for ad hoc returns without a specific invoice reference.

Each linked return generates a return lot ID and a return sales order, which helps track and reduce the available quantity for future returns. This ensures that the system maintains an accurate record of what has been returned and what remains eligible for return.

Flexibility and Control

Mistakes happen, and Levridge accounts for that. If a return is linked incorrectly, users can easily unlink it, resetting the line to a standard negative quantity with system pricing. The return can then be re-linked to the correct order, with or without prepayment adjustments.

Split invoicing is also supported, automatically canceling parent orders and generating child orders when split groups are involved. This ensures that returns are processed accurately across all related entities.

Levridge Ag Sales 2025 R1 introduces a robust return management system with flexible controls to streamline operations and enhances visibility—making returns more accurate and traceable.

Additional Resources

Accompanying YouTube video

Levridge Ag Sales: Streamlining Sales Agreements, Prepays, and Order Splits