I am trying to understand the standard, correct workflow in Tryton for handling a supplier product return after an invoice has already been posted. I have successfully managed the stock and the document creation, but I want to make sure I am doing the final accounting steps properly.
Here is what I have done so far:
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Stock Return: I manually created a Supplier Return Shipment for the returned units and processed it to Done to correct our warehouse inventory.
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Credit Note: I used the Credit wizard on the original posted invoice to generate a draft credit note, adjusted the quantities to match the return, and posted it.
My Question: Now that both the original invoice and the credit note are posted, they are both sitting as open items on the supplier’s account.
What is the standard Tryton way to handle this next step?
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Should I use the Partial Reconciliation feature in
Financial > Processing > Reconcile Linesto offset the credit note directly against the invoice before any cash payment is made? -
What is the best practice to clear the credit note out of the open items so that only the true remaining net balance shows up on the invoice?