Setting up Return Adjust Reasons

If your company uses standard reasons to explain why you or a customer is returning merchandise or being issued a credit memo, you can set up those return or adjust reasons in SA Table Code Value Setup.

For example, typical reasons can be due to transportation damage, the item is defective, and remnant from the job being completed. The system uses this additional information specified for these table types to control returns from customers or to vendors. The list of reasons is made available in Sales Order Entry and Purchase Order Entry when you enter a Return Merchandise (RM) order. You can use the SM Return/Adjust Analysis Report to print reports based on these return reasons.

Caution: 
While these reasons are user-defined and typically customized for your company, be aware that if you use Total Warehouse Logistics (TWL), there are some restrictions. To facilitate return merchandise (RM) entry and ensure the correct unavailable reason is downloaded with the order, set up Return/Adjust Reason codes to match TWL's Reason Unavailable codes. Because TWL controls inventory, it also controls the codes that it uses to manage inventory. TWL uses specific “reason” codes to determine how to handle stock that is unavailable for sale. These reasons are hard-coded in TWL. Therefore, to synchronize TWL with Distribution SX.e, you must set up specific codes in SA Table Code Value Setup that coincide with TWL’s reason codes.
  1. Select System Administrator > Setup > Table Code Value.
  2. Select Return Adjust Reason in the Table List field.
  3. Click New.
  4. Specify a reason.
  5. Optionally, specify a description.
  6. Click Save.
  7. In the Extended section, select the relevant options.
  8. Click Save.
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