SOE RETRN General

The following control maintenance records belong to the RETRN (Returns) area within the SOE (Sales Order Entry) category.

Append Return Comments To Product Description

Indicate whether the system appends return comments to the product description on a return order.

Options	Yes - Appends the comments entered in the ReturnComments field on the Return Goods Verification window to the line item's product description on the return sales order. No - Does not append the return comments from the Return Goods Verification window to the line item's product description on the return sales order.
Outcome of setting this control record	Determines if the description supplied when verifying a return is added to the line item on the return order.
Default Value(s)	Yes
Action if set to Null	Same as if set to No.
Additional Information	For information about entering return products using sales order entry, see Return Products from Sales Order Entry.

Check History On Sales Order Returns With

Indicate which history on sales order returns the system checks to determine whether the customer purchased the returned product from you.

Options	Inventory History Customer Inventory History
Outcome of setting this control record	When customers return products, the system can check the Customer Inventory History or the Inventory History Ledger to determine whether the customer purchased the item from your company. The setting here determines which ledger the system searches.
Default Value(s)	Inventory History
Action if set to Null	System checks the Inventory History Ledger.
Additional Information	None

Display Inventory History If No Order # Entered For Returned

Indicate whether the system displays the Inventory History Ledger for users when they do not enter a sales order number on the Return Goods Verification window.

Options	Yes - Displays the Inventory History Ledger for the product when the user exits the Return Goods Verification window when the original sales order number is not included. No - Returns the user directly to sales order entry when the user exits the Return Goods Verification window when the original sales order number is not included, .
Outcome of setting this control record	Setting this record to Yes helps the user find the original sales order number. The user can still exit the Inventory History Ledger window to avoid entering a sales order number on the Return Goods Verification window and return to sales order entry.
Default Value(s)	Yes
Action if set to Null	Same as if set to Yes.
Additional Information	For information about entering return products using sales order entry, see Return Products from Sales Order Entry.

Include Original Customer P/O # In SOE Return Comment

For each branch, indicate whether the system adds the customer purchase order number from the original sales order to the comment on a return sales order.

Options	Yes - Adds the customer purchase order number from the original sales order to the return comment. This does not occur if there is no original sales order reference. No - Does not add the customer purchase order number from the original sales order to the return comment.
Outcome of setting this control record	Determines if the customer purchase order is automatically added to the return comments for an order.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	For information about entering return products using sales order entry, see Return Products from Sales Order Entry.

Maximum Days Allowed For Returns On Nonstock Items

For each branch, enter the maximum number of days beyond the ship date of the original order that an unauthorized user can return a nonstock item.

Options	Any number of days between 0 and 999.
Outcome of setting this control record	Restricts the ability to return nonstock products beyond a certain number of days from the order's original ship date.
Default Value(s)	Blank
Dependencies	If you specify a number in this record, use the Types That Can Be Returned Any Timecontrol maintenance designate product type exceptions.
Action if set to Null	Any user can return items with any status other than Stock at any time, regardless of authorization
Additional Information	The SOE.RETURN.ALLOWED authorization key determines the user's authorization. For information about entering return products using sales order entry, see Return Products from Sales Order Entry.

Maximum Days Allowed For Returns On Stock Items

For each branch, enter the maximum number of days beyond the ship date of the original order that an unauthorized user can return a stock item.

Options	Any number of days between 0 and 999.
Outcome of setting this control record	Restricts the ability to return stock products beyond a certain number of days from the order's original ship date.
Default Value(s)	Blank
Dependencies	If you specify a number in this record, use the Types That Can Be Returned Any Timecontrol maintenance designate product type exceptions.
Action if set to Null	Any user can return items with any status other than Nonstock at any time, regardless of authorization
Additional Information	The SOE.RETURN.ALLOWED authorization key determines the user's authorization. For information about entering return products using sales order entry, see Return Products from Sales Order Entry.

Require Reason For Return Code

For each branch, indicate whether the system requires that a reason for return code be entered in the Reason for Return Code field on the Return Goods Verification window when users enter a return on a sales order.

Options	Y - Displays a message indicating that a reason code is required and requires that a code be entered before the user can escape out of the window. N - Does not require the user to enter a reason for return code before escaping out of the window.
Outcome of setting this control record	Determines if a code that identifies the reason a product is being returned is required when entering return information in the Return Goods Verification window.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	Defined a list of reason codes in the Valid Reason For Return Codescontrol maintenance record. For information about entering return products using sales order entry, see Return Products from Sales Order Entry.

Restocking Charge Item

Enter the miscellaneous charge product record the system adds to a sales order when items are returned and you have assigned a restocking fee to the order.

Options	Any miscellaneous charge product.
Outcome of setting this control record	When a negative sales order is created with a restocking fee percent indicated in the Return Goods Verification window, the system adds the product you enter in this record to the order and calculates the fee accordingly. The system posts the amount of the restocking fee to the assigned G/L account. If there are multiple return items on the order and there is a product specified in this record, the restocking charge item is added to the order one time and the fees for the returned items are added together on the order. If a product is specified in this record but a restocking price fee is not specified on the Return Goods Verification window, the system cannot charge a restocking fee for the returned items.
Default Value(s)	Blank
Action if set to Null	A restocking product is not added to the return order.
Additional Information	For information about entering return products using sales order entry, see Return Products from Sales Order Entry.

Restrict Quantities On Return Orders To Package Quantity

Indicate whether items that were purchased in a package quantity must be returned in the package quantity.

Options	Yes - Return items must be in the package quantity. No - Return items can be in any quantity, there are no restrictions..
Outcome of setting this control record	If set to Yes, the system restricts returns to the package quantities set for the product in Product Maintenance. Setting this record to Yes helps you to restock products that you only sell in package quantities.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Return Items Affect The Required Deposit

Indicate whether the returns on an order affect the calculation of a required deposit.

Options	Yes - If the order total is less than the required deposit, the required deposit is set to zero (0.00). No - If there is a required deposit for an order, the system does not take into account the value of any items being returned on the order, and calculates the deposit based only on the sale portion of the order.
Outcome of setting this control record	If set to Yes, the system takes the amount of the returned goods on the order and applies it to any required deposit for any positive quantity line items on the order.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Sales Order Entry Return Setup

Use this control maintenance record to activate different parts of the system when handling returns through sales order entry.

Settings	Require Original Invoice When Adding Return Item To Order field - Select Yes to require an order number for a return and to check that the order has the item on it before allowing a return. The default is No. This setting does not affect the return of kits and their components when set to Yes. Disable Returning An Item Multiple Times field - Select Yes to indicate that the quantity of returned items cannot exceed the number ordered. The default is No. This setting does not affect the return of kits and their components when set to Yes. Note:All return quantities tied to the original sales order are logged and display in Customer Inventory Return Entry. Customer Inventory Return Entry is new in Release 9.0. Require Same Credit Card on Return field - Select Yes to require that amounts credited for returned items are applied to the same credit card with which they were ordered. The default is No.
Outcome of setting this control record	Determines the restrictions around returning products in sales order entry.
Default Value(s)	See defaults listed above.
Dependencies	This control maintenance record is also dependent on the Display Inventory History Ledger If No Order # Entered For Returned Itemcontrol maintenance record. he hierarchy between these control records is as follows: If all options in the Sales Order Entry Return Setup and the Display Inventory History Ledger If No Order # Entered For Returned Item control maintenance record are set to No, then the user can return an item without entering an original order and they are not prompted with the Inventory History Ledger. If the Display Inventory History Ledger If No Order # Entered For Returned Item control maintenance record is set to Yes and the Sales Order Entry Return Setup options are set to No, users are not required to enter an original order, but the Inventory History Ledger displays so they have the option of selecting an order. If the Sales Order Entry Return Setup option Require Original Invoice When Adding Return Item To Order is set to Yes, then the Display Inventory History Ledger If No Order # Entered For Returned Item control maintenance record is treated as though it were set to Yes, regardless of what it is set to. This scenario requires users to enter an original order, the system also opens the Inventory History Ledger so they can select one if it is not manually entered. If the Sales Order Entry Return Setup option Disable Retuning An Item Multiple Times is set to Yes, both Require Original Invoice When Adding Return Item To Order and the Display Inventory History Ledger If No Order # Entered For Returned Item control maintenance record are treated as though set to Yes. The system tracks items that have been returned, so it must have the original order entered. And, as above, if the original number is required, then the system can display the Inventory History Ledger.
Action if set to Null	Returns are not restricted.
Additional Information	The SOE.CREDIT.QTY authorization key is required to enter a negative quantity on a sales order (a return). You must have the SOE.RETURN.ALLOWED authorization key to allow a return that is past the maximum return days based on the Maximum Days Allowed For Returns On (Non)Stock Itemscontrol maintenance record. SOE.RETURN.ALLOWED is also required to exceed the original order amount.

Small Project Job Vendor Rebate Return Policy

Use this control maintenance record to set the default for managing rebates from Small Project Job material.

New in Release 8.7.7

Options	Always Return Rebate - Regardless of the SPJ, the system returns the rebate to the vendor. Prompt For Return - The system always prompts the user to decide to keep the rebate or return the rebate to the vendor. Never Return Rebate - Regardless of the SPJ, the system does not return the rebate amount to the vendor.
Outcome of setting this control record	Determines if the system automatically creates a positive purchase order to return rebate credit to the vendor for the material being returned.
Dependencies	None.
Action if set to Null	None.
Additional Information	None.

Types That Can Be Returned Any Time

Options	Any return type, such as stock or overship.
Outcome of setting this control record	The system does not check user authorization for returns of the types listed in this control maintenance record. Return types are identifies in the Return Goods Verification window.
Default Value(s)	Blank
Action if set to Null	To accept any return products the user must be assigned the SOE.RETURN.ALLOWED authorization key.
Additional Information	To set limits for returning stock and nonstock items, refer to the Maximum Days Allowed For Returns On Stock Itemsand Maximum Days Allowed For Returns On Nonstock Itemscontrol maintenance records listed above.

When Creating A Return Order, Use Writer From Original Order

Indicate whether the system assigns the writer from the original order to a return.

Options	Yes - The system assigns the writer from the original order to the return order. This lowers the commission of the original writer, instead of the writer entering the return order. No - The writer entering a return order remains as the writer of the return order. The system lowers the commission of the writer who enters the return order, instead of the writer who created the original sales order.
Outcome of setting this control record	Determines to which order writer the commission decreases due to the return if the Calculate Negative Commission When GP Negativecontrol maintenance record to Yes.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

SOE RETRN General Control Maintenance Records