Setup Requirements for Returns and Credits

Following are the control maintenance records and authorization keys used with returns and credits.

Control Maintenance Records

Set the following control maintenance records:

• Append Return Comments To Product Description

• Check History On Sales Order Returns With

• Disable Credit & Rebill Single Generation Option In SOE

• Default Handling Charges For Returns

• Default Location For F, O, R Type Returns

• Default Location For S Type Returns

• Default Location On All Credits To The Primary Location

• Default Return Goods Quantity Type

• Default Warranty Information Screen

• Demand Hit Definition

• Display Inventory History If No Order # Entered For Returned

• Exclude Negative Quantities From Item Demand Calculation

• Exclude SOE Returns From PIL Check

• Include Original Customer P/O # In SOE Return Comment

• Maximum Days Allowed For Returns On Nonstock Items

• Maximum Days Allowed For Returns On Stock Items

• Prompt For New Date On Credit/Rebill

• Recalculate Tax on Credit

• Require Credit/Rebill Code

• Require Reason For Return Code

• Restocking Charge Item

• Restrict Quantities on Return Orders to Package Quantity

• Return Goods Standard Comments

• Return Items Affect The Required Deposit

• Sales Order Entry Return Setup

• Send Tagged Work Orders to Credit Review

• Should Credit Sales Order Update Avg/Last Cost

• Skip Ret Goods Verify For Product Types

• Types Than Can Be Returned Any Time

• Update MAC When Credit/Rebill Generations Are Created

• Use Tax Rate From Original Sale Order For Returns

• User To Get Tracker When An Account Is Made

• Valid Reason For Return Codes

• When Creating A Return Order, Use Writer From Original Order

Authorization Keys

Assign the following authorization keys:

• OVERRIDE.RETURN.PAYMENT

• SOE.ALLOWED.ADDR.CHANGE

• SOE.CREDIT.REBILL

• SOE.CREDIT.QTY

• SOE.RETURN.ALLOWED

See Also:

Returning Products

Crediting and Rebilling Sales Orders

Sales Management Setup Overview