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.
- Select .
- Click Copy.
- Specify this information, and then click Continue:
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Copy Type
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Select Single Order. You cannot create a direct order return from multiple orders.
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Order # to Process
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Specify the order to copy. You can specify a direct sales order or a stock order.
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Convert To
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Select Return Merchandise.
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Return Adjust Reason
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Select a return adjust reason that is set up as a vendor return type in SA Table Code Value Setup.
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Direct Order
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Select this option to indicate that the new order is a direct order return.
- If required, update information on the New Order Information page.
- Click Sourcing.
- 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.
- Click Submit on the New Order Information page again to create the direct order return and the tied direct purchase order return.