The CRS Control F/M provides you with static and non-static controls for the Customer Return Subsystem. The static controls are flags and default entries that affect certain fields in CRS Entry and Authorization print. The flags you set in this F/M should reflect your company’s return policy.
FACTS updates the non-static data on a continual basis.
Use the following fields to create static and non-static controls for the Customer Return Subsystem.
Fields 1 through 14 are static controls. Field 15 is a non-static control, which is updated by the system.
Customer Returns Entry includes an field in which you can tie a line item to an invoice number so that you can verify that the merchandise was actually purchased from your company. This flag lets you determine whether or not a past invoice number is required for customer returns, and it can help reinforce your company’s policy on returns without receipts. From the pick-list, select N - Do not require a past invoice, Y- Require a past invoice or P - Require a password if no invoice.
2. Allow Nonstocked Items
If company policy states nonstock items are non-returnable, set this flag to N - Do not allow nonstock item returns; if it’s up to a manager’s discretion, set this flag to P - Require password for nonstock item return. Otherwise, set the flag to Y - Allow nonstock item returns.
If this flag is set to Y, you can override the system if it denies a credit. Set this flag to N if you don’t want credit denials overridden.
In Customer Returns Entry, you can review other returns made by the customer entered on the document. This can be a helpful customer service tool, enabling you to look up other returns if a customer has a question. Returns History can also be a helpful management tool in by allowing you to review the nature and number of this customer’s past returns.
Set this flag to Yes to use the authorization print in FACTS. This enables you to print authorization documents for returns that have been pre-approved. The documents can also be used as return packing slips.
Set this flag to Yes to use the acknowledgment print in FACTS. This enables you to print a document that can be used as a receipt of the returned goods that can be given or sent to your customers.
If the majority of customer returns use a particular reason code, use this field to set that code as the default in the line-item section of Customer Return Entry.
Restocking fees can be assigned to items to cover the cost of returning them to inventory (labor, time, etc.). Enter the amount of the default restocking fee here so it appears in the Customer Return Entry program.
9. Restocking Fee Item #
In FACTS, a "Restocking Fee" item should be created in Item F/M (Inventory Control). The item number assigned to that item should be entered at this field.
In FACTS, a "Repair " item should be created in Item F/M (Inventory Control). Enter the corresponding item number at this field.
11. Acknowledgment Form
The system can print acknowledgments on the Sales Order Invoice form. If invoices are set to use preprinted forms (check the SO Print Control F/M), CSR acknowledgments will print to these. If acknowledgements can’t be printed on Invoice forms (i.e., they use a different format), select N - Use non-preprinted CRS acknowledgement form from the pick list.
You can use this static control to create a standard memo for all CSR documents. The memo can be changed on a document-by-document basis in Customer Return Entry. Maximum length is 30 characters.
13. Authorization File
Enter the name of the text file that was created to print authorization documents.
If the system is setup to require a password to override past invoices and allow nonstocked items to be returned, enter no more than six characters in this field. For greater security, use an alphanumeric mix.
This is non-static data, which FACTS automatically updates. This data cannot be edited.