Sales Order Entry - Return Merchandise field descriptions

The fields are presented in alphabetical order.

Auto Apply Credit to Original Invoice

Use this option to specify how to apply a credit transaction. This option, in conjunction with the Invoice #, determines whether credit is applied to a specific invoice.

If this option is selected and an Invoice # is specified, a credit memo is created, and it is applied to the invoice.

If this option is not selected and an Invoice # is specified, the credit is not applied to the specified invoice.

The default value for this option is set in SA Administrator Options-Documents-Sales Orders. You can change the selection if your operator security allows it.

This option cannot be selected if you are entering a Return Merchandise order or return line on a Stock Order or Counter Sale and you are tying it to an order in Shipped stage. In Shipped stage, an invoice is not yet created. You will tie the return to the original order number.

Customer

The customer to which the correction applies.

Direct Order

Select this option to indicate that the order is a direct order return. Return - Direct will display in the Order Type field in the Header Information section. If you select this option, then each line on the order must be a direct order return.

This option is only available when Allow Direct Order Returns in SA Administrator Options-Documents-Sales Orders- Entry Settings is selected.

Invoice #

Specify the invoice number to which the credit applies.

If Require Invoice # on RM is selected on the SA Table Code Value Setup record for Return Adjust Reason on the order, this value is required.

If Auto Apply Credit to Original Invoice is selected, you can specify an invoice that is in the invoiced stage. The credit is automatically applied to that invoice.

If Auto Apply Credit to Original Invoice is not selected, specify an invoice that is in the invoiced or paid stage. Credit must be applied through manual accounts receivable processing.

If you are entering an RM for an order that is in Stage 3 (Shipped), specify the order number in the Invoice # field. If you do not have authorization to tie an RM to an order in Shipped stage, the Authorization Required window is displayed. Contact a manager who can give you authority to proceed. If you have authorization security, you can complete the RM.

Note: Authorization security is enabled with the Allow Returns in Shipped Stage authorization point. This auth point can be assigned to an operator in SA Administration Authorization Security Setup.

To create a miscellaneous credit (MC), do not specify an invoice number.

Return Adjust Reason

Select the reason for the return from the drop-down field. This code is set up in SA Table Code Value Setup-Return Adjust Reason. It defines the disposition and parameters to handle the returned products. If Direct Order is also selected, then you must specify a return reason that is set up as a vendor return type

Use Step Data

This option pertains to Sovos GTD and STEP third party applications only. Select this option if the correction order is to reverse taxes that are charged to an exempt customer.

Vendor Return Authorization #

The return authorization number for the vendor. This value is copied to the line level, but you can override it.