Copying a sales order to create a direct order return

If you use Direct Order Return feature, use these instructions to copy a sales order to create a direct order return. All lines on the sales order are copied. To create a direct order return with select lines from a sales order, you must enter a new direct order return.
  1. Select Sales > Entry > Order.
  2. Click Copy.
  3. Specify this information, and then click Continue:
    Copy Type

    Select Single Order. You cannot create a direct order return from multiple orders.

    Order # to Process

    Specify the order to copy. You can specify a direct sales order or a stock order.

    Convert To

    Select Return Merchandise.

    Return Adjust Reason

    Select a return adjust reason that is set up as a vendor return type in SA Table Code Value Setup.

    Direct Order

    Select this option to indicate that the new order is a direct order return.

  4. If required, update information on the New Order Information page.
  5. Click Sourcing.
  6. Specify the purchase order information, and then click Submit.

    The sourcing information that you specify at the header level is copied to each line on the order.

  7. Click Submit on the New Order Information page again to create the direct order return and the tied direct purchase order return.