Processing Customer Returns After Invoicing

To process customer returns after invoicing, perform these steps:

  1. Open the Order Shipping form.
  2. Find the Order number.
  3. Using the filter, update the CO Line/Release Status to Filled.
  4. In the grid, select the lines you want to update.
  5. Select the CR RTN check box.
  6. Enter the quantity to be returned as a positive amount.
  7. Select a return reason code.
  8. In the Detail tab, if the item is lot-tracked, enter a lot number.
  9. In the Customer Credit Return tab, enter the original invoice number and a reason for the return.
  10. Click Process.
  11. Open the Order Invoicing/Credit Memo form and print the credit memo.

    Make sure the Invoices or Credit Memos field is set to Credit Memos.

  12. Open the Invoice Posting form in Accounts Receivable, and post the credit memo.
Note: 
  • If the item you seek to return has been flagged obsolete or slow-moving, you may receive warning messages.
  • If the returned item was part of a delivery order or a consolidated invoice, use Return Material Authorization functions to authorize, receive, and issue a credit for returned material.
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