Automatically creating a PO RM from a sales order return

Use these instructions to automatically create Purchase Order Return Merchandise (PO RM) orders from sales order returns if a PO RM does not already exist.

This creates PO RMs for Stock Orders (SO) or Counter Sales (CS) orders with return lines, or Return Merchandise (RM) orders that meet these requirements:

The sales order or line is invoiced
The Warranty Stage code on the line is 1 or 2 if you require warranty tags. The Warranty Tag Required option must be selected for the return reason in SA Table Code Value Setup-Return Adjust Reason if you require tags.
Return type is Vendor
A PO tie does not already exist

If the same product exists on multiple sales order lines, then multiple PO lines are also created. They are not combined into a single PO line.

Select Sales > Reports > OE Reports > Warranty Returns Report.
To create a new report, select New > One Time.
Specify the report information and click Next.
Specify any ranges. Click Next.
Specify a vendor.
Select the Sort by method.
Specify E, P or A for the (E)ntered, (P)rinted, (C)r Appl. or (A)ll option.
Leave the default No for the If Entered, Update to Printed Stage option. This process updates the sales order's Warranty Stage to 3 (Credit Applied For).
Select Yes for the Create PO-RM Order option.
Review the report output. The new PO RM number and line numbers are printed on the Sales Warranty Returns Report output.