Access Sales Orders>Returns>Customer Returns Entry.
Specify the customer or return number.
Specify the temporary item number for the return.
When the system asks: Is this a temporary item, select Yes. (Optional--Note that you can select Quick Add to access Default Item Entry, where you can specify a item to use for the temporary item's default values.)
The system displays the Customer Returns Line Entry screen, with the temporary item number and description: TEMPORARY displayed.
In the Temporary Items section, specify the vendor, item class, unit of measure, and (optional) weight per unit.
Enter the past invoice number, if any, for the return.
Enter the Received and Authorized quantities.
Specify the Return Action: W - Return to Warehouse, R - Return to Vendor for Replacement, C - Return to Vendor for Credit, S – Scrap, P – Repair.
Specify how Replace to Customer: W – From Warehouse (default), D-Direct Ship from Vendor, or N – No.
For temporary items, the D – Direct Ship from Vendor option is not available for the R - Return to Vendor for Replacement Return Action.
Enter the Reason Code and the Returns Code.
(Optional) If Return Action you selected is R, C or P, indicate whether to Wait for Vendor Action/Repair.
Complete the remaining fields as needed to produce the following: Returned Goods Document, Return to Vendor PO, and/or Customer Replacement Order. Refer to step 6 of the step-by-step procedures below for creating each kind of document to complete this process.
Entering Customer Replacement Information to create the Customer Replacement order
Entering Customer Return Information to create Returned Goods documents