Returns

If a customer returns a product to Storeroom, you must enter a return to record the transaction. When you enter a return in Storeroom, a return merchandise sales order (OE RM) is created in Distribution SX.e through an SX.api call

Customers can return both customer- and distributor-owned products to a Storeroom warehouse, including Bill on Receipt (BOR) products. Depending on the security roles that are assigned to your user record, you might be prevented from entering returns for distributor-owned products.

See Bill on Receipt products and Returning an issued Bill on Receipt product to the vendor.

When you enter a return line, you can tie it to the original order number. You can also create a return merchandise purchase order (PO RM) to return the product to the vendor. The PO RM is tied to the OE RM.

If you do not know the order to apply the return against, you can view a list of invoiced sales orders for these entities:

• Customer
• Ship To
• Storeroom warehouse
• Product

The minimum criteria for identifying the orders that qualify include a product and order number, or a product, customer name, and warehouse.

Storeroom verifies that the product is included on an invoice and that there is enough quantity on hand to match the amount being returned. If amounts were previously returned against an invoiced line, those are subtracted from the original quantity shipped on the line. That total is then compared to the current quantity being returned. If the original quantity shipped, minus any previous returns is greater than or equal to the current return quantity, the tie is allowed. If it is less, the tie to the original invoice is not permitted.

The price and cost of a returned product depends on who owns the product when it was issued and returned. If the returned product was issued and returned as customer-owned, the price and cost on the return is zero. If the returned product was issued and returned as distributor-owned, the price and cost on the return is the same as the original sales order. If the returned product was issued as distributor-owned inventory, but returned as customer-owned, the price on the return is the same as the original sales order, but the cost is zero.

Returns in Distribution SX.e require a Return/Adjust Reason, but it cannot be selected in Storeroom. Your system administrator must set up a business rule in Distribution SX.e that automatically assigns a Return/Adjust Reason to OE RM orders that are created in Storeroom.