Returning Products from Sales Order Entry

Returning products is similar to entering products in Sales Order Entry. If your company requires that products be returned within a certain number of days and that return period has expired, you may need proper authorization to accept the return.

Use the When Creating A Return Order, Use Writer From Original Order control maintenance record to indicate if you want to always use the original order writer. The system logs the change when you update or change the writer on an order.

Note: If the Exclude SOE Returns From PIL Check control maintenance record is set to Yes, then return items on a sales order will be excluded from the projected inventory level check at the time of order status change on the Status screen.

To return a product:

Create a sales order for the customer returning the product, and display the order's Body screen.
In the Qty/Unit field, enter the return quantity as a negative amount ("-1" for example).

In the Product Description field, enter the product.
If prompted, choose a Return Type. The Return Goods Verification screen displays.

Note: You may also be alerted that returning the product affects inventory levels. Press Y to continue.

In the Original Sales Order field, enter the order number.

Note: If the order number is unknown, use the Inv Hist hot key to list recent orders on which the product may have appeared. When the Customer Inventory History Ledger screen displays, select the order on which the product was included and press Enter.

In the Return Quantity Type field, press F10 and select a return type.

Note: If you change a direct order that contains return items on it into a regular sales order, the system prompts you to review and change the return type for those items.

In the Reason Code field, press F10 and select a reason for the return. If you are required to enter a reason code, you cannot exit the screen without entering one.
In the Restocking Price Fee field, enter any applicable restocking percentage you want to deduct from the return. The percentage is based on the customer selling price, and the fee displays when you return to the order's Body screen.
In the Return Comments field, enter any additional explanation needed.
Press Esc to return to the Body screen.

Note: If you did not specify an original sales order in the Return Goods Verification screen, the Customer Inventory History Ledger will display. In the list of orders, navigate to the original sales order on which the product was sold and press Esc.

Enter any additional returns on the Body screen, and then press Esc to display the Status screen.

Note: If any Header screen information is required (such as a customer PO number), the system will display the Header screen first. Make any needed changes and press Esc to display the Status screen.

Specify an Order Status. If you want to approve the return immediately, specify Pick Up Now to process the return. If the return needs to be reviewed before credit is issued, specify Call When Complete.

Note: If the return needs to be reviewed, you can print a return goods acknowledgment for a non-cash or non-COD customer by entering Y in the Prt field.

Specify a Ship Via, if necessary.
Press Esc to process the return.

Note: If this is a cash or COD customer, the Totals screen will display. Enter the payment as a negative amount, and press Esc to process the return.