SA Table Code Value Setup - Return Adjust Reason overview

Return reasons are codes that contain parameters for accepting, controlling, and reporting product returns. These codes must be set up before processing standard returns to ensure returns processing is handled according to your returns policy and the reason for the return is captured. The return reason codes also indicate the disposition of the returned goods, whether they are taxable, and whether the product should be:

• Returned to stock for resale
• Placed in unavailable inventory
• Returned to the vendor
• Written off as scrap

Certain security measures that are set up with the return reason can be overridden by a supervisor with grant authority. For example, if a return reason requires an invoice number and you do not have that information available, you must ask a supervisor with grant authority to give you authorization to temporarily override the requirement. Authorization is required under these conditions:

• The Credit Authorization Required field is selected for the Reason code.
• To override the requirement of an invoice number and the Require Invoice # on RM or Require Invoice # on CR fields.
• To override the requirement of a warranty tag number and the Warranty Tag Required field.
• You decrease the restock amount.

If you are integrated with AvaTax or Vertex Cloud and use restocking fees, set these up in the Return Adjust Reason table. If you are integrated with Sovos GTD and use restocking fees, set these up in with a Restock Charge value.