Description
This document explains on the Return Authority workflow which also known as the Tax adjustment, Credit Note or Stock Return.
After a sales order has been closed, any returned stock that is unsent, damaged in transit, being returned for warranty, or was invoiced incorrectly should be processed using the returns workflow.
Detail Steps
There are two options for returning the stock, via Return Authority (from the original order) or creating a Blind Return (Unlinked to the original order).
New Return Authority
Locate the original sale order in the sales register.
Open the order via double Left click/Right click Drill to Source.
Select New Return Authority (Note the pricing is sourced from the original sale).
Enter the agreed return quantities against the relevant line items.
Select Record Return.
New Blind Return
Navigate to the sales register.
Select New Sale Order.
Select New Return Authority to switch to return mode (Note the pricing is sourced from current customer pricing).
Enter the sale return details.
Select Record Return.
Receiving Stock
Once the return is recorded, a new record will be created in the Receiving Register, allowing goods inward to accept the return.
From the sales register select-control J or right-click and select jump to order.
This will place you in the receiving register with the selected return order to put away.
Receive the Order as per standard purchase order, checking serial numbers, bin locations in addition to your normal returned goods stock checking process.
On recording the receipt, a prompt may appear, allowing you to create the accounting transaction. If so, select OK when required or cancel for creation at a later time.
Warranty / Repair Items
When you put the stock on the shelf, add it to a bin location specifically for Service/Repair/Warranty.
When sending stock back to your customer, invoice out of that location.
Damaged Stock
Damaged stock or items you do not wish to return to stock for resale should still be received and correctly disposed of using an Item adjustment. This process is especially important for those users who are connected to an accounting system with inventory items.
When you put the stock on the shelf, add it to a bin location specifically for Write off.
Process a stock adjustment, you can search by Bin and load all items within bins for easy daily, weekly. monthly write off. *Select the correct stock shrinkage account in the adjustment or the default account will be used.
Creating Accounting System Tax Adjustments
Navigate to the sales register.
Search and select the Return Status Order.
Right click and Select "Create Return Credit".
Resending Accounting System Tax Adjustments
Return Orders that are already closed status may be resent to the accounting system via a different method.
Navigate to the sales register.
Search and select the Return Status Order.
Open the order via double Left click/Right click Drill to Source.
Select "Create Account Credit...".
Closing Returns without sending to an accounting system
Workflow Restriction
|
Return Orders that are already closed status may be resent to the accounting system via a different method.
Navigate to the sales register.
Search and select the return Status Order.
Open the order via double Left click/Right click Drill to Source.
Select "Close Return Order...".
WMS Restrictions
|
Related Information