What is the name of your state (only U.S. law)?
Pennsylvania
Scenario: Sales rep ordered and delivered products to a customer. Invoice was created. Invoice remained open and payable. A month later ( terms are net 30 days) , the sales rep advises to "void" the transaction and re-issue a new invoice. Our software audit/tracking doesn't allow this unless a return of product or damage is involved. Crediting accounts is another choice if they paid and we owe refund. When I questioned the sales rep on the request to Void, the response I got was " Because they didn't get govt approval at the time" the Date must be this month on the billing not last month. I said that it remains payable under the original date of receipt for product. She threw a fit, So I did as demanded. Our Corporate keeps strict records particularly since this is a Govt account that is being modified and asked that I stop in for a "talk". That talk turned into a write up: Which means: three days of no pay, 90 day probation and If for any reason I veer from any policy I can be immediately terminated. I respect company policy and understand the context of the write up. I simply do not agree that I should take the fall on this. This was ordered thru the sales rep and when it suits them (corporate)...They say the sales rep determines the accounts and transactions and its my job to do as told! Do I have any recourse at this time in having this record (write Up) Removed from my employee file? I think its not entirely accurate and deserves reconsideration based on the sales reps demand.
Pennsylvania
Scenario: Sales rep ordered and delivered products to a customer. Invoice was created. Invoice remained open and payable. A month later ( terms are net 30 days) , the sales rep advises to "void" the transaction and re-issue a new invoice. Our software audit/tracking doesn't allow this unless a return of product or damage is involved. Crediting accounts is another choice if they paid and we owe refund. When I questioned the sales rep on the request to Void, the response I got was " Because they didn't get govt approval at the time" the Date must be this month on the billing not last month. I said that it remains payable under the original date of receipt for product. She threw a fit, So I did as demanded. Our Corporate keeps strict records particularly since this is a Govt account that is being modified and asked that I stop in for a "talk". That talk turned into a write up: Which means: three days of no pay, 90 day probation and If for any reason I veer from any policy I can be immediately terminated. I respect company policy and understand the context of the write up. I simply do not agree that I should take the fall on this. This was ordered thru the sales rep and when it suits them (corporate)...They say the sales rep determines the accounts and transactions and its my job to do as told! Do I have any recourse at this time in having this record (write Up) Removed from my employee file? I think its not entirely accurate and deserves reconsideration based on the sales reps demand.