Processing vendor return merchandise with manual release

If the Hold PO/RM For Manual Release option is selected in SA Administrator Options-Logistics-WL Options, use these steps to process a purchase order RM.

  1. Select Purchase > Entry > Purchase Order.

    The purchase order may have been entered by the buyer or by warehouse personnel, depending on your operation.

  2. Enter a purchase order Return Merchandise (RM) order.

    See the Infor Distribution SX.e Total Warehouse Logistics User Guide for Managing Orders for instruction on processing a vendor return.

  3. Print the purchase order RM. The order is downloaded to TWL when the order is printed.
  4. Select TWL Outbound > Order Management > Order Drop Manager, and drop the vendor return for picking.
  5. Use the RF to pick, pack, and ship-verify the purchase order RM.
  6. Select Warehouse Logistics > Inquiry > Transactions.
  7. Review the receipts for the TWL warehouse with a status of vendor return. The transaction stays in WL Transaction Inquiry until you manually release the transaction after the customer return has been invoiced.
  8. If an adjustment to the freight addons is required, access the purchase order RM in Purchase Order Entry and make the changes. Because the WL Entry Batch Receiving Report has not updated the order, the order is in Stage 2 (Printed).
  9. While you are still in WL Transaction Inquiry, wait until the returned products are received from the customer and the customer RM has been invoiced. Then, select the Returns PO view to show the receipts with a status of vendor return.
  10. Access the Status field and change the status of the transaction to Active.
  11. Run the WL Entry Batch Receiving Report to update the system with the purchase order RM. An RCV type upload is created and the WL Entry Batch Receiving Report receives the purchase order.