SIGN IT - How to handle returns (CORRECTION)

A TRANSACTION of type CORRECTION is used to record any return process. 

This operation differs from a CANCELLATION, which is used to invalidate an existing RECEIPT. Not sure which one to use? Check out our article: When should CANCELLATION be used?

Steps to follow

• operation.record.id → ID of the original RECEIPT transaction
• entries[].type → RETURN
• entries[].details.number → Entry number of the original receipt line for which the return is issued
• entries[].data.text → Must exactly match the description of the original entry
• Specify the actual quantity returned and update all related values accordingly. Only positive values are allowed. For additional details, refer to Value calculations and decimal rounding. 

Example

Original TRANSACTION of type RECEIPT: sale of 1 Jacket and 2 T-shirts

{
    "content": {
        "type": "TRANSACTION",
        "record": {
            "id": "{{recordIntentionIdC0}}"
        },
        "operation": {
            "type": "RECEIPT",
            "document": {
                "number": "INV-12345",
                "total_vat": {
                    "amount": "18.03278689",
                    "exclusive": "81.96721311",
                    "inclusive": "100"
                }
            },
            "entries": [
                {
                    "type": "SALE",
                    "details": {
                        "concept": "GOOD"
                    },
                    "data": {
                        "type": "ITEM",
                        "text": "Jacket",
                        "unit": {
                            "quantity": "1",
                            "price": "50.00"
                        },
                        "value": {
                            "base": "40.98360656"
                        },
                        "vat": {
                            "type": "VAT_RATE",
                            "code": "STANDARD",
                            "percentage": "22.00",
                            "exclusive": "40.98360656",
                            "inclusive": "50.00",
                            "amount": "9.01639344"
                        }
                    }
                },
                {
                    "type": "SALE",
                    "details": {
                        "concept": "GOOD"
                    },
                    "data": {
                        "type": "ITEM",
                        "text": "T-shirt",
                        "unit": {
                            "quantity": "2",
                            "price": "25.00"
                        },
                        "value": {
                            "base": "40.98360655"
                        },
                        "vat": {
                            "type": "VAT_RATE",
                            "code": "STANDARD",
                            "percentage": "22.00",
                            "exclusive": "40.98360655",
                            "inclusive": "50.00",
                            "amount": "9.01639345"
                        }
                    }
                }
            ],
            "customer": {
                "type": "EXTERNAL"
            },
            "payments": [
                {
                    "type": "CASH",
                    "details": {
                        "amount": "100"
                    }
                }
            ]
        }
    }
}

1. Return of goods with refund of the paid price

• Partial Refund Scenario 
  TRANSACTION of type CORRECTION: return of 1 T-shirt

{
  "content": {
    "type": "TRANSACTION",
    "record": {
      "id": "{{recordIntentionIdC1}}"
    },
    "operation": {
      "type": "CORRECTION",
      "record": {
        "id": "{{recordTransactionIdC0}}"
      },
      "data": {
        "type": "RECEIPT",
        "document": {
          "number": "INV-16789",
          "series": "C",
          "total_vat": {
            "amount": "4.50819672",
            "exclusive": "20.49180327",
            "inclusive": "25.000"
          }
        },
        "entries": [
          {
            "type": "RETURN",     
            "details": {
              "concept": "GOOD",
              "number": "2"       
            },
            "data": {
              "type": "ITEM",
              "text": "T-shirt",
              "unit": {
                "quantity": "1",
                "price": "25.00"
              },
              "value": {
                "base": "20.49180327"
              },
              "vat": {
                "type": "VAT_RATE",
                "code": "STANDARD",
                "percentage": "22.00",
                "exclusive": "20.49180327",
                "inclusive": "25.00",
                "amount": "4.50819672"
              }
            }
          }
        ],
        "customer": {
          "type": "EXTERNAL"
        },
        "payments": [
          {
            "type": "CASH",          
            "details": {
              "amount": "25.00"
            }
          }
        ]
      }
    }
  }
}

• Full Refund Scenario
  For a full refund of the entire receipt, all entries from the original receipt must be listed with their corresponding values.

2. Exchange Scenario: Returning Item A and Purchasing Item B
A "Documento Commerciale" cannot contain both SALE and RETURN entries. From a technical standpoint, the correct approach is as follows:

1. Issue a CORRECTION transaction to certify the return of Item A
2. Issue a RECEIPT transaction to certify the sale of Item B

3. Scenario: Returning Item A and Issuing a Purchase Voucher
From a technical standpoint, the correct approach is as follows:

1. Issue a CORRECTION transaction to certify the return of Item A
2. Issue a RECEIPT transaction for the sale of a voucher (single-purpose or multi-purpose, depending on the applicable tax treatment)