Entering Customer Replacement Information to create the Customer Replacement order
- Click Sales Orders>Returns>Customer Returns Entry.
- Create a new return or enter the return number.
- Click Add and enter the item number.
- The Customer Returns Line Entry program is displayed.
- Specify the customer return line item information. (Refer to the Entering customer return line item information for step-by-step instructions.)
- In the Customer Replacement Information section, specify the customer return warehouse. This value defaults to the return warehouse’s Authorized Replenishment Path. If the replenish path is ‘From Vendor’ then this value defaults to the return warehouse. If the Replace to Customer setting is Direct Ship from Vendor then this field is disabled.
- Specify the Vendor. If the Replace to Customer setting is not Direct Ship from Vendor then this field is disabled. See the setting for “wait for vendor action/repair” in Vendor F/M (APF910).
- Indicate whether to Update Usage. This check box is only enabled if Replace to Customer is W.
- Specify the replacement information, including cost and price (press F1 to use the values from the past invoice), discount, ship to, order priority shipping, freight and tax information.
- The system displays the SO/Line# and SO Line Status. You can edit the SO/Line# values.
- Click OK to display the Customer Returns Entry screen.
- Click Done to display a window indicating that the documents will be created for all lines that have a received quantity.
- Specify the requested information. For credit memos, you can associate an AR Invoice, add the credit memo to the invoice-ready-to-print file, and add a document memo. For sales orders, you can add the sales order to the bill-of-lading-print file, and add a document memo.
- Click OK to create the return and a Customer Replacement Document. Repeat step 4 as needed for each document created.
- The system will display a message indicating the document (credit memo then other associated sales order documents) number that was created for the line(s) specified. The value displays in the Return Goods CM/Line # field or the Return Credit CM/Line # field, which is only populated if the Wait for Vendor Action/Repair setting is “Yes.”
If received quantity is less than authorized quantity then a new line will be added with the difference being the authorized quantity. If there are received quantities entered on any line that the documents have not been created for, you will not be allowed to exit the document.
- Click Done to enter another returns document; press Done again to exit the program.